Benjamin Edwards Inc’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Benjamin Edwards Inc’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 Q1	–	Sell	-1,178	Closed	-$31K	–	772
2021 Q4	$31K	Buy	1,178 +38	+3%	+$992	0.01%	472
2021 Q3	$30K	Sell	1,140 -204	-15%	-$5.35K	0.02%	365
2021 Q2	$35K	Buy	1,344 +81	+6%	+$2.13K	0.02%	297
2021 Q1	$33K	Buy	+1,263	New	+$33.3K	0.03%	279
2019 Q2	–	Sell	-108	Closed	-$3K	–	330
2019 Q1	$3K	Buy	+108	New	+$2.79K	0.01%	262

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Benjamin Edwards Inc's IBMK Position: Q1 2022 in Review

Benjamin Edwards Inc sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q1 2022, closing a stake of 1,178 shares — an estimated $31K sold.

Benjamin Edwards Inc first reported a position in IBMK in Q1 2019 and held it in 5 quarters. The position peaked at $35K in Q2 2021. 140 funds tracked by Wall St. Rank hold IBMK as of Q1 2022.

Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Benjamin Edwards Inc sold 1,178 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q1 2022, an estimated $31K.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2019 and held it in 5 quarters.
Benjamin Edwards Inc's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $35K in Q2 2021.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q1 2022.

Based on Benjamin Edwards Inc's 13F filing for Q1 2022, filed 4 May 2022.