BA
IBMK

BKS Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

BKS Advisors’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
2018
Q3 		– Sell
-28,000
Closed -$715K – 245
2018
Q2 		$715K Hold
28,000
– – 0.25% 95
2018
Q1 		$714K Hold
28,000
– – 0.26% 96
2017
Q4 		$719K Buy
28,000
+1,200
+4% +$31.1K 0.26% 92
2017
Q3 		$699K Buy
+26,800
New +$702K 0.27% 90
2017
Q2 		– Sell
-20,000
Closed -$515K – 213
2017
Q1 		$515K Buy
+20,000
New +$512K 0.23% 112

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BKS Advisors's IBMK Position: Q3 2018 in Review

BKS Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2018, closing a stake of 28,000 shares — an estimated $715K sold.

BKS Advisors first reported a position in IBMK in Q1 2017 and held it in 5 quarters. The position peaked at $719K in Q4 2017. 71 funds tracked by Wall St. Rank hold IBMK as of Q3 2018.

  • BKS Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • BKS Advisors sold 28,000 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2018, an estimated $715K.
  • BKS Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2017 and held it in 5 quarters.
  • BKS Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $719K in Q4 2017.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2018.

Based on BKS Advisors's 13F filing for Q3 2018, filed 26 Oct 2018.