AssetMark Inc
IBMK

AssetMark Inc’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

AssetMark Inc’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
2020
Q3 		– Sell
-234,649
Closed -$6.19M – 1426
2020
Q2 		$6.19M Buy
234,649
+11,828
+5% +$310K 0.04% 224
2020
Q1 		$5.8M Buy
222,821
+42,807
+24% +$1.12M 0.05% 203
2019
Q4 		$4.71M Buy
180,014
+34,384
+24% +$900K 0.04% 255
2019
Q3 		$3.81M Buy
+145,630
New +$3.82M 0.03% 256

Other funds holding IBMK

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc's IBMK Position: Q3 2020 in Review

AssetMark Inc sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2020, closing a stake of 234,649 shares — an estimated $6.19M sold.

AssetMark Inc first reported a position in IBMK in Q3 2019 and held it in 4 quarters. The position peaked at $6.19M in Q2 2020. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2020.

  • AssetMark Inc reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • AssetMark Inc sold 234,649 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2020, an estimated $6.19M.
  • AssetMark Inc first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2019 and held it in 4 quarters.
  • AssetMark Inc's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $6.19M in Q2 2020.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2020.

Based on AssetMark Inc's 13F filing for Q3 2020, filed 13 Nov 2020.