BFEC
IBMK

Benjamin F. Edwards & Company’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Benjamin F. Edwards & Company’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
-7,194
Closed -$186K – 1936
2022
Q2 		$186K Sell
7,194
-378
-5% -$9.79K 0.01% 692
2022
Q1 		$196K Sell
7,572
-42,779
-85% -$1.11M 0.01% 691
2021
Q4 		$1.31M Buy
50,351
+650
+1% +$17K 0.06% 300
2021
Q3 		$1.3M Buy
49,701
+11,015
+28% +$289K 0.07% 287
2021
Q2 		$1.02M Sell
38,686
-9,766
-20% -$257K 0.05% 336
2021
Q1 		$1.28M Buy
48,452
+46,948
+3,122% +$1.24M 0.07% 287
2020
Q4 		$40K Buy
1,504
+28
+2% +$739 ﹤0.01% 1023
2020
Q3 		$39K Buy
1,476
+134
+10% +$3.55K ﹤0.01% 962
2020
Q2 		$35K Buy
+1,342
New +$35.2K ﹤0.01% 957
2019
Q2 		– Sell
-5,909
Closed -$153K – 1992
2019
Q1 		$153K Sell
5,909
-4,610
-44% -$119K 0.01% 560
2018
Q4 		$269K Sell
10,519
-651
-6% -$16.5K 0.03% 415
2018
Q3 		$284K Buy
11,170
+477
+4% +$12.2K 0.03% 450
2018
Q2 		$273K Sell
10,693
-505
-5% -$12.8K 0.03% 442
2018
Q1 		$286K Buy
+11,198
New +$286K 0.03% 419

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 $83.7B AUM 27.22% 1-Year Est. Return

Benjamin F. Edwards & Company's IBMK Position: Q3 2022 in Review

Benjamin F. Edwards & Company sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 7,194 shares — an estimated $186K sold.

Benjamin F. Edwards & Company first reported a position in IBMK in Q1 2018 and held it in 14 quarters. The position peaked at $1.31M in Q4 2021. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

  • Benjamin F. Edwards & Company reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 7,194 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $186K.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2018 and held it in 14 quarters.
  • Benjamin F. Edwards & Company's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.31M in Q4 2021.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2022, filed 28 Oct 2022.