Allworth Financial’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Allworth Financial’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	-894	Closed	-$23K	–	3268
2022 Q3	$23K	Hold	894	–	–	﹤0.01%	1247
2022 Q2	$23K	Hold	894	–	–	﹤0.01%	1196
2022 Q1	$23K	Hold	894	–	–	﹤0.01%	1207
2021 Q4	$23K	Hold	894	–	–	﹤0.01%	1077
2021 Q3	$23K	Hold	894	–	–	﹤0.01%	984
2021 Q2	$23K	Hold	894	–	–	﹤0.01%	817
2021 Q1	$24K	Hold	894	–	–	﹤0.01%	748
2020 Q4	$24K	Buy	+894	New	+$23.6K	﹤0.01%	626

Other funds holding IBMK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Allworth Financial's IBMK Position: Q4 2022 in Review

Allworth Financial sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 894 shares — an estimated $23K sold.

Allworth Financial first reported a position in IBMK in Q4 2020 and held it in 8 quarters. The position peaked at $24K in Q1 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Allworth Financial reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Allworth Financial sold 894 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $23K.
Allworth Financial first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2020 and held it in 8 quarters.
Allworth Financial's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $24K in Q1 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.