ANTB
IBMK

AMG National Trust Bank’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

AMG National Trust Bank’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
-42,175
Closed -$1.09M – 460
2022
Q3 		$1.09M Hold
42,175
– – 0.04% 242
2022
Q2 		$1.09M Hold
42,175
– – 0.04% 238
2022
Q1 		$1.09M Hold
42,175
– – 0.03% 248
2021
Q4 		$1.1M Hold
42,175
– – 0.03% 263
2021
Q3 		$1.1M Hold
42,175
– – 0.04% 260
2021
Q2 		$1.11M Hold
42,175
– – 0.04% 259
2021
Q1 		$1.11M Hold
42,175
– – 0.04% 254
2020
Q4 		$1.11M Hold
42,175
– – 0.04% 232
2020
Q3 		$1.12M Hold
42,175
– – 0.05% 214
2020
Q2 		$1.11M Hold
42,175
– – 0.05% 210
2020
Q1 		$1.1M Hold
42,175
– – 0.08% 111
2019
Q4 		$1.1M Hold
42,175
– – 0.06% 139
2019
Q3 		$1.1M Buy
42,175
+11,313
+37% +$296K 0.06% 131
2019
Q2 		$806K Buy
30,862
+23,126
+299% +$600K 0.05% 155
2019
Q1 		$201K Buy
+7,736
New +$200K 0.01% 234

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

AMG National Trust Bank's IBMK Position: Q4 2022 in Review

AMG National Trust Bank sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 42,175 shares — an estimated $1.09M sold.

AMG National Trust Bank first reported a position in IBMK in Q1 2019 and held it in 15 quarters. The position peaked at $1.12M in Q3 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • AMG National Trust Bank reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • AMG National Trust Bank sold 42,175 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.09M.
  • AMG National Trust Bank first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2019 and held it in 15 quarters.
  • AMG National Trust Bank's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.12M in Q3 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on AMG National Trust Bank's 13F filing for Q4 2022, filed 8 Feb 2023.