AWM
IBMK

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

Altium 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
Q2 		$280K Sell
10,810
-11,063
-51% -$287K 0.02% 311
2022
Q1 		$567K Buy
21,873
+595
+3% +$15.5K 0.04% 244
2021
Q4 		$555K Buy
21,278
+1,368
+7% +$35.7K 0.04% 225
2021
Q3 		$521K Buy
19,910
+997
+5% +$26.1K 0.04% 219
2021
Q2 		$497K Sell
18,913
-1,211
-6% -$31.8K 0.04% 229
2021
Q1 		$530K Sell
20,124
-11,088
-36% -$292K 0.04% 203
2020
Q4 		$823K Sell
31,212
-7,024
-18% -$185K 0.07% 120
2020
Q3 		$1.01M Sell
38,236
-267
-0.7% -$7.07K 0.11% 94
2020
Q2 		$1.02M Sell
38,503
-887
-2% -$23.3K 0.11% 90
2020
Q1 		$1.02M Sell
39,390
-330
-0.8% -$8.63K 0.14% 79
2019
Q4 		$1.04M Sell
39,720
-3,055
-7% -$79.9K 0.12% 94
2019
Q3 		$1.12M Buy
42,775
+10,663
+33% +$279K 0.15% 83
2019
Q2 		$839K Sell
32,112
-500
-2% -$13K 0.12% 105
2019
Q1 		$846K Buy
32,612
+13,106
+67% +$338K 0.14% 96
2018
Q4 		$500K Sell
19,506
-5,181
-21% -$132K 0.1% 144
2018
Q3 		$627K Buy
24,687
+6,964
+39% +$178K 0.12% 136
2018
Q2 		$452K Sell
17,723
-2,238
-11% -$56.9K 0.12% 130
2018
Q1 		$509K Buy
19,961
+5,627
+39% +$144K 0.2% 82
2017
Q4 		$369K Buy
+14,334
New +$371K 0.17% 99

Other funds holding IBMK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Altium Wealth Management's IBMK Position: Q2 2022 in Review

Altium Wealth Management reduced its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) stake by 51% in Q2 2022, selling an estimated $287K and leaving 10,810 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #311.

Altium Wealth Management first reported a position in IBMK in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.12M in Q3 2019. 143 funds tracked by Wall St. Rank hold IBMK as of Q2 2022.

  • Altium Wealth Management held 10,810 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $280K as of Q2 2022.
  • Altium Wealth Management sold 11,063 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2022, an estimated $287K.
  • iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #311 holding.
  • Altium Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.12M in Q3 2019.
  • 143 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.