AllSquare Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

AllSquare Wealth Management’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 Q3	–	Sell	-29,290	Closed	-$759K	–	544
2022 Q2	$759K	Hold	29,290	–	–	0.52%	25
2022 Q1	$759K	Hold	29,290	–	–	0.46%	31
2021 Q4	$763K	Hold	29,290	–	–	0.44%	30
2021 Q3	$767K	Hold	29,290	–	–	0.46%	30
2021 Q2	$769K	Hold	29,290	–	–	0.45%	30
2021 Q1	$771K	Hold	29,290	–	–	0.48%	29
2020 Q4	$772K	Hold	29,290	–	–	0.52%	27
2020 Q3	$776K	Hold	29,290	–	–	0.56%	24
2020 Q2	$774K	Hold	29,290	–	–	0.58%	23
2020 Q1	$762K	Hold	29,290	–	–	0.66%	18
2019 Q4	$766K	Hold	29,290	–	–	0.53%	25
2019 Q3	$766K	Hold	29,290	–	–	0.57%	23
2019 Q2	$765K	Hold	29,290	–	–	0.57%	24
2019 Q1	$760K	Hold	29,290	–	–	0.57%	23
2018 Q4	$750K	Hold	29,290	–	–	0.62%	23
2018 Q3	$744K	Buy	+29,290	New	+$748K	0.55%	25

Other funds holding IBMK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AllSquare Wealth Management's IBMK Position: Q3 2022 in Review

AllSquare Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 29,290 shares — an estimated $759K sold.

AllSquare Wealth Management first reported a position in IBMK in Q3 2018 and held it in 16 quarters. The position peaked at $776K in Q3 2020. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

AllSquare Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
AllSquare Wealth Management sold 29,290 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $759K.
AllSquare Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2018 and held it in 16 quarters.
AllSquare Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $776K in Q3 2020.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on AllSquare Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.