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IBMK

Ausdal Financial Partners’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Ausdal Financial Partners’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
-11,086
Closed -$287K – 478
2022
Q2 		$287K Sell
11,086
-5,384
-33% -$140K 0.04% 349
2022
Q1 		$427K Sell
16,470
-943
-5% -$24.5K 0.06% 304
2021
Q4 		$454K Buy
17,413
+45
+0.3% +$1.18K 0.06% 297
2021
Q3 		$455K Buy
17,368
+29
+0.2% +$760 0.07% 286
2021
Q2 		$455K Buy
17,339
+30
+0.2% +$789 0.07% 275
2021
Q1 		$456K Buy
17,309
+26
+0.2% +$685 0.08% 258
2020
Q4 		$456K Sell
17,283
-448
-3% -$11.8K 0.09% 239
2020
Q3 		$470K Sell
17,731
-323
-2% -$8.56K 0.11% 199
2020
Q2 		$477K Buy
18,054
+39
+0.2% +$1.02K 0.16% 148
2020
Q1 		$471K Buy
18,015
+60
+0.3% +$1.57K 0.17% 142
2019
Q4 		$473K Buy
17,955
+3,599
+25% +$94.2K 0.14% 188
2019
Q3 		$375K Buy
14,356
+35
+0.2% +$917 0.13% 198
2019
Q2 		$376K Buy
14,321
+639
+5% +$16.6K 0.14% 179
2019
Q1 		$355K Buy
13,682
+415
+3% +$10.7K 0.14% 175
2018
Q4 		$340K Sell
13,267
-10,264
-44% -$261K 0.17% 155
2018
Q3 		$598K Buy
23,531
+50
+0.2% +$1.28K 0.17% 163
2018
Q2 		$599K Buy
23,481
+9,764
+71% +$248K 0.18% 162
2018
Q1 		$350K Buy
13,717
+650
+5% +$16.6K 0.12% 218
2017
Q4 		$335K Buy
13,067
+543
+4% +$14.1K 0.12% 233
2017
Q3 		$326K Buy
12,524
+1,745
+16% +$45.7K 0.13% 210
2017
Q2 		$280K Buy
+10,779
New +$280K 0.12% 224

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 $2.74B AUM 26.51% 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

Ausdal Financial Partners's IBMK Position: Q3 2022 in Review

Ausdal Financial Partners sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 11,086 shares — an estimated $287K sold.

Ausdal Financial Partners first reported a position in IBMK in Q2 2017 and held it in 21 quarters. The position peaked at $599K in Q2 2018. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

  • Ausdal Financial Partners reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 11,086 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $287K.
  • Ausdal Financial Partners first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2017 and held it in 21 quarters.
  • Ausdal Financial Partners's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $599K in Q2 2018.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on Ausdal Financial Partners's 13F filing for Q3 2022, filed 9 Nov 2022.