ASN
IBMK

Advisory Services Network’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Advisory Services Network’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18,483
Closed -$479K – 4015
2022
Q3 		$479K Buy
18,483
+15
+0.1% +$388 0.02% 824
2022
Q2 		$479K Buy
18,468
+14
+0.1% +$363 0.02% 846
2022
Q1 		$478K Buy
18,454
+16
+0.1% +$416 0.01% 934
2021
Q4 		$480K Buy
18,438
+228
+1% +$5.95K 0.01% 908
2021
Q3 		$477K Buy
18,210
+986
+6% +$25.8K 0.02% 896
2021
Q2 		$452K Buy
17,224
+7,449
+76% +$196K 0.01% 913
2021
Q1 		$257K Buy
9,775
+2,051
+27% +$54.1K 0.01% 1094
2020
Q4 		$203K Buy
7,724
+793
+11% +$20.9K 0.01% 1055
2020
Q3 		$184K Buy
+6,931
New +$184K 0.01% 1006
2020
Q2 		– Sell
-1,992
Closed -$52K – 2964
2020
Q1 		$52K Hold
1,992
– – ﹤0.01% 1370
2019
Q4 		$52K Buy
+1,992
New +$52.1K ﹤0.01% 1476

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Advisory Services Network's IBMK Position: Q4 2022 in Review

Advisory Services Network sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 18,483 shares — an estimated $479K sold.

Advisory Services Network first reported a position in IBMK in Q4 2019 and held it in 11 quarters. The position peaked at $480K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Advisory Services Network reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Advisory Services Network sold 18,483 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $479K.
  • Advisory Services Network first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 11 quarters.
  • Advisory Services Network's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $480K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Advisory Services Network's 13F filing for Q4 2022, filed 13 Feb 2023.