BRWA
IBMK

B. Riley Wealth Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

B. Riley Wealth Advisors’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
-47,203
Closed -$1.22M – 1626
2022
Q3 		$1.22M Sell
47,203
-2,605
-5% -$67.4K 0.04% 442
2022
Q2 		$1.29M Buy
49,808
+8,195
+20% +$212K 0.05% 339
2022
Q1 		$1.08M Buy
41,613
+20,351
+96% +$529K 0.04% 463
2021
Q4 		$555K Buy
+21,262
New +$555K 0.02% 753

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

B. Riley Wealth Advisors's IBMK Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 47,203 shares — an estimated $1.22M sold.

B. Riley Wealth Advisors first reported a position in IBMK in Q4 2021 and held it in 4 quarters. The position peaked at $1.29M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 47,203 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.22M.
  • B. Riley Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2021 and held it in 4 quarters.
  • B. Riley Wealth Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.29M 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 B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.