BFG
IBMK

Beacon Financial Group’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Beacon Financial Group’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
-12,875
Closed -$333K – 241
2022
Q3 		$333K Buy
+12,875
New +$333K 0.05% 203

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

Beacon Financial Group's IBMK Position: Q4 2022 in Review

Beacon Financial Group sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 12,875 shares — an estimated $333K sold.

Beacon Financial Group first reported a position in IBMK in Q3 2022 and held it in 1 quarter. The position peaked at $333K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Beacon Financial Group reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Beacon Financial Group sold 12,875 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $333K.
  • Beacon Financial Group first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • Beacon Financial Group's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $333K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Beacon Financial Group's 13F filing for Q4 2022, filed 19 Jan 2023.