BOPW
IBMK

Brandywine Oak Private Wealth’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Brandywine Oak Private Wealth’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
-48,627
Closed -$1.26M – 306
2022
Q3 		$1.26M Sell
48,627
-24,359
-33% -$631K 0.17% 81
2022
Q2 		$1.89M Sell
72,986
-9,384
-11% -$243K 0.24% 68
2022
Q1 		$2.13M Buy
82,370
+7,812
+10% +$203K 0.24% 70
2021
Q4 		$1.94M Buy
74,558
+11,005
+17% +$287K 0.21% 80
2021
Q3 		$1.66M Sell
63,553
-609
-0.9% -$16K 0.19% 82
2021
Q2 		$1.68M Buy
64,162
+5,459
+9% +$144K 0.2% 81
2021
Q1 		$1.54M Sell
58,703
-1,499
-2% -$39.5K 0.23% 68
2020
Q4 		$1.59M Sell
60,202
-40
-0.1% -$1.06K 0.24% 62
2020
Q3 		$1.6M Buy
60,242
+3,770
+7% +$99.9K 0.27% 60
2020
Q2 		$1.49M Buy
56,472
+6,212
+12% +$163K 0.27% 60
2020
Q1 		$1.31M Buy
50,260
+30,581
+155% +$800K 0.27% 62
2019
Q4 		$514K Buy
19,679
+11,881
+152% +$311K 0.09% 108
2019
Q3 		$203K Buy
+7,798
New +$204K 0.04% 228

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

Brandywine Oak Private Wealth's IBMK Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 48,627 shares — an estimated $1.26M sold.

Brandywine Oak Private Wealth first reported a position in IBMK in Q3 2019 and held it in 13 quarters. The position peaked at $2.13M in Q1 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Brandywine Oak Private Wealth reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 48,627 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.26M.
  • Brandywine Oak Private Wealth first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2019 and held it in 13 quarters.
  • Brandywine Oak Private Wealth's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $2.13M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.