AWM
IBMK

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

Apollon 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
Q4 		– Sell
-34,400
Closed -$891K – 924
2022
Q3 		$891K Sell
34,400
-3,800
-10% -$98.4K 0.07% 286
2022
Q2 		$990K Hold
38,200
– – 0.08% 257
2022
Q1 		$990K Hold
38,200
– – 0.07% 282
2021
Q4 		$995K Buy
38,200
+3,000
+9% +$78.3K 0.07% 284
2021
Q3 		$922K Buy
+35,200
New +$923K 0.13% 153

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

Apollon Wealth Management's IBMK Position: Q4 2022 in Review

Apollon Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 34,400 shares — an estimated $891K sold.

Apollon Wealth Management first reported a position in IBMK in Q3 2021 and held it in 5 quarters. The position peaked at $995K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Apollon Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 34,400 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $891K.
  • Apollon Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2021 and held it in 5 quarters.
  • Apollon Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $995K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Apollon Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.