BWL
IBMK

Bogart Wealth LLC’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Bogart Wealth LLC’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
-1,322
Closed -$34K – 1239
2022
Q3 		$34K Hold
1,322
– – ﹤0.01% 358
2022
Q2 		$34K Hold
1,322
– – ﹤0.01% 351
2022
Q1 		$34K Hold
1,322
– – ﹤0.01% 321
2021
Q4 		$34K Hold
1,322
– – ﹤0.01% 312
2021
Q3 		$35K Hold
1,322
– – ﹤0.01% 290
2021
Q2 		$35K Hold
1,322
– – ﹤0.01% 276
2021
Q1 		$35K Hold
1,322
– – ﹤0.01% 257
2020
Q4 		$34K Hold
1,322
– – 0.01% 224
2020
Q3 		$35K Hold
1,322
– – 0.01% 221
2020
Q2 		$35K Buy
+1,322
New +$34.7K 0.01% 201

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

Bogart Wealth LLC's IBMK Position: Q4 2022 in Review

Bogart Wealth LLC sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 1,322 shares — an estimated $34K sold.

Bogart Wealth LLC first reported a position in IBMK in Q2 2020 and held it in 10 quarters. The position peaked at $35K in Q3 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Bogart Wealth LLC reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 1,322 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $34K.
  • Bogart Wealth LLC first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2020 and held it in 10 quarters.
  • Bogart Wealth LLC's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $35K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.