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

Alterna 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
2020 Q4	$413K	Buy	15,665 +614	+4%	+$16.2K	0.52%	48
2020 Q3	$399K	Buy	15,051 +798	+6%	+$21.1K	0.58%	39
2020 Q2	$377K	Sell	14,253 -2,749	-16%	-$72.1K	0.45%	51
2020 Q1	$442K	Sell	17,002 -1,549	-8%	-$40.5K	0.64%	38
2019 Q4	$485K	Sell	18,551 -2,845	-13%	-$74.4K	0.54%	42
2019 Q3	$559K	Buy	21,396 +5,450	+34%	+$143K	0.66%	38
2019 Q2	$416K	Sell	15,946 -3,253	-17%	-$84.4K	0.5%	52
2019 Q1	$498K	Buy	19,199 +7,818	+69%	+$202K	0.42%	62
2018 Q4	$292K	Buy	+11,381	New	+$289K	0.05%	259

Other funds holding IBMK

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

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

LIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Alterna Wealth Management's IBMK Position: Q4 2020 in Review

Alterna Wealth Management increased its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) stake by 4.1% in Q4 2020, buying an estimated $16.2K and bringing the position to 15,665 shares worth $413K. The position accounts for 0.52% of the portfolio, ranked #48.

Alterna Wealth Management first reported a position in IBMK in Q4 2018 and has held it in 9 quarters since. The position peaked at $559K in Q3 2019. 146 funds tracked by Wall St. Rank hold IBMK as of Q4 2020.

Alterna Wealth Management held 15,665 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $413K as of Q4 2020.
Alterna Wealth Management bought 614 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2020, an estimated $16.2K.
iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.52% of Alterna Wealth Management's portfolio in Q4 2020, its #48 holding.
Alterna Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2018 and has held it in 9 quarters since.
Alterna Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $559K in Q3 2019.
146 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2020.

Based on Alterna Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.