BWM
IBMK

BCS Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

BCS Wealth Management’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
-14,347
Closed -$372K – 195
2022
Q3 		$372K Hold
14,347
– – 0.18% 120
2022
Q2 		$372K Hold
14,347
– – 0.17% 117
2022
Q1 		$372K Hold
14,347
– – 0.15% 129
2021
Q4 		$374K Hold
14,347
– – 0.13% 135
2021
Q3 		$376K Hold
14,347
– – 0.16% 119
2021
Q2 		$377K Hold
14,347
– – 0.2% 98
2021
Q1 		$378K Hold
14,347
– – 0.18% 103
2020
Q4 		$378K Hold
14,347
– – 0.2% 92
2020
Q3 		$380K Hold
14,347
– – 0.21% 86
2020
Q2 		$379K Hold
14,347
– – 0.23% 84
2020
Q1 		$373K Hold
14,347
– – 0.26% 72
2019
Q4 		$375K Buy
+14,347
New +$375K 0.25% 72

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

BCS Wealth Management's IBMK Position: Q4 2022 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 14,347 shares — an estimated $372K sold.

BCS Wealth Management first reported a position in IBMK in Q4 2019 and held it in 12 quarters. The position peaked at $380K in Q3 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • BCS Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • BCS Wealth Management sold 14,347 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $372K.
  • BCS Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 12 quarters.
  • BCS Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $380K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on BCS Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.