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

Annapolis Financial Services’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	–	Sell	-12,500	Closed	-$324K	–	506
2022 Q1	$324K	Hold	12,500	–	–	0.11%	93
2021 Q4	$326K	Hold	12,500	–	–	0.1%	94
2021 Q3	$327K	Hold	12,500	–	–	0.11%	89
2021 Q2	$328K	Hold	12,500	–	–	0.11%	88
2021 Q1	$329K	Hold	12,500	–	–	0.12%	79
2020 Q4	$330K	Buy	+12,500	New	+$330K	0.13%	76

Other funds holding IBMK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LIM

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Annapolis Financial Services's IBMK Position: Q2 2022 in Review

Annapolis Financial Services sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2022, closing a stake of 12,500 shares — an estimated $324K sold.

Annapolis Financial Services first reported a position in IBMK in Q4 2020 and held it in 6 quarters. The position peaked at $330K in Q4 2020. 143 funds tracked by Wall St. Rank hold IBMK as of Q2 2022.

Annapolis Financial Services reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Annapolis Financial Services sold 12,500 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2022, an estimated $324K.
Annapolis Financial Services first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2020 and held it in 6 quarters.
Annapolis Financial Services's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $330K in Q4 2020.
143 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2022.

Based on Annapolis Financial Services's 13F filing for Q2 2022, filed 22 Jul 2022.