APA
IBMK

American Portfolios Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

American Portfolios Advisors’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 		$530K Sell
20,480
-5,370
-21% -$139K 0.02% 623
2022
Q2 		$670K Sell
25,850
-11,465
-31% -$297K 0.03% 552
2022
Q1 		$967K Hold
37,315
– – 0.03% 501
2021
Q4 		$972K Sell
37,315
-6,860
-16% -$179K 0.03% 495
2021
Q3 		$1.16M Hold
44,175
– – 0.04% 410
2021
Q2 		$1.16M Hold
44,175
– – 0.05% 403
2021
Q1 		$1.16M Hold
44,175
– – 0.05% 363
2020
Q4 		$1.16M Hold
44,175
– – 0.06% 306
2020
Q3 		$1.17M Buy
44,175
+9,475
+27% +$251K 0.07% 257
2020
Q2 		$917K Buy
34,700
+13,020
+60% +$342K 0.06% 292
2020
Q1 		$564K Buy
21,680
+955
+5% +$25K 0.05% 341
2019
Q4 		$542K Buy
20,725
+3,200
+18% +$83.7K 0.04% 398
2019
Q3 		$458K Hold
17,525
– – 0.04% 419
2019
Q2 		$458K Sell
17,525
-2,975
-15% -$77.2K 0.04% 419
2019
Q1 		$532K Hold
20,500
– – 0.05% 357
2018
Q4 		$525K Buy
20,500
+3,665
+22% +$93K 0.06% 269
2018
Q3 		$428K Buy
16,835
+5,075
+43% +$130K 0.05% 361
2018
Q2 		$300K Hold
11,760
– – 0.04% 406
2018
Q1 		$300K Buy
11,760
+3,445
+41% +$88.1K 0.04% 382
2017
Q4 		$213K Buy
+8,315
New +$215K 0.03% 477

Other funds holding IBMK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

American Portfolios Advisors's IBMK Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) stake by 21% in Q3 2022, selling an estimated $139K and leaving 20,480 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #623.

American Portfolios Advisors first reported a position in IBMK in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.17M in Q3 2020. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

  • American Portfolios Advisors held 20,480 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $530K as of Q3 2022.
  • American Portfolios Advisors sold 5,370 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $139K.
  • iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #623 holding.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.17M 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 American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.