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

Bessemer 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	-5,022	Closed	-$130K	–	2208
2022 Q3	$130K	Hold	5,022	–	–	﹤0.01%	974
2022 Q2	$130K	Hold	5,022	–	–	﹤0.01%	970
2022 Q1	$130K	Hold	5,022	–	–	﹤0.01%	925
2021 Q4	$131K	Hold	5,022	–	–	﹤0.01%	944
2021 Q3	$131K	Sell	5,022 -88	-2%	-$2.31K	﹤0.01%	878
2021 Q2	$134K	Hold	5,110	–	–	﹤0.01%	887
2021 Q1	$135K	Buy	+5,110	New	+$135K	﹤0.01%	834

Other funds holding IBMK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Bessemer Group's IBMK Position: Q4 2022 in Review

Bessemer Group sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 5,022 shares — an estimated $130K sold.

Bessemer Group first reported a position in IBMK in Q1 2021 and held it in 7 quarters. The position peaked at $135K in Q1 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Bessemer Group reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Bessemer Group sold 5,022 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $130K.
Bessemer Group first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2021 and held it in 7 quarters.
Bessemer Group's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $135K in Q1 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Bessemer Group's 13F filing for Q4 2022, filed 13 Feb 2023.