ACS
IBMK

Archford Capital Strategies’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Archford Capital Strategies’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
-10,946
Closed -$284K – 295
2022
Q3 		$284K Sell
10,946
-1,428
-12% -$37K 0.07% 236
2022
Q2 		$321K Hold
12,374
– – 0.08% 221
2022
Q1 		$321K Buy
12,374
+2,348
+23% +$61K 0.07% 227
2021
Q4 		$261K Buy
10,026
+108
+1% +$2.82K 0.06% 268
2021
Q3 		$260K Hold
9,918
– – 0.06% 274
2021
Q2 		$260K Buy
+9,918
New +$261K 0.07% 260
2021
Q1 		– Sell
-8,460
Closed -$223K – 283
2020
Q4 		$223K Buy
8,460
+425
+5% +$11.2K 0.05% 258
2020
Q3 		$213K Sell
8,035
-570
-7% -$15.1K 0.06% 245
2020
Q2 		$227K Buy
+8,605
New +$226K 0.07% 232

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

Archford Capital Strategies's IBMK Position: Q4 2022 in Review

Archford Capital Strategies sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 10,946 shares — an estimated $284K sold.

Archford Capital Strategies first reported a position in IBMK in Q2 2020 and held it in 9 quarters. The position peaked at $321K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Archford Capital Strategies reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Archford Capital Strategies sold 10,946 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $284K.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2020 and held it in 9 quarters.
  • Archford Capital Strategies's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $321K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Archford Capital Strategies's 13F filing for Q4 2022, filed 26 Jan 2023.