AWS
IBMK

Atria Wealth Solutions’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-24,178
Closed -$626K – 1881
2022
Q2 		$626K Sell
24,178
-3,000
-11% -$77.7K 0.01% 869
2022
Q1 		$704K Buy
+27,178
New +$706K 0.01% 890

Other funds holding IBMK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Atria Wealth Solutions's IBMK Position: Q3 2022 in Review

Atria Wealth Solutions sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 24,178 shares — an estimated $626K sold.

Atria Wealth Solutions first reported a position in IBMK in Q1 2022 and held it in 2 quarters. The position peaked at $704K in Q1 2022. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

  • Atria Wealth Solutions reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 24,178 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $626K.
  • Atria Wealth Solutions first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $704K in Q1 2022.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.