BCM
IBMK

Brookstone Capital Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Brookstone Capital Management’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
-9,077
Closed -$235K – 869
2022
Q3 		$235K Sell
9,077
-203
-2% -$5.26K 0.01% 720
2022
Q2 		$240K Sell
9,280
-1,798
-16% -$46.6K 0.01% 692
2022
Q1 		$287K Buy
11,078
+1,406
+15% +$36.5K 0.01% 664
2021
Q4 		$252K Buy
+9,672
New +$253K ﹤0.01% 670
2021
Q2 		– Sell
-8,262
Closed -$218K – 765
2021
Q1 		$218K Sell
8,262
-31
-0.4% -$817 0.01% 455
2020
Q4 		$219K Buy
+8,293
New +$219K 0.01% 427
2018
Q1 		– Sell
-9,440
Closed -$242K – 366
2017
Q4 		$242K Sell
9,440
-500
-5% -$12.9K 0.02% 288
2017
Q3 		$259K Buy
9,940
+2,091
+27% +$54.8K 0.02% 284
2017
Q2 		$204K Sell
7,849
-64
-0.8% -$1.67K 0.02% 289
2017
Q1 		$204K Buy
+7,913
New +$203K 0.02% 242

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

Brookstone Capital Management's IBMK Position: Q4 2022 in Review

Brookstone Capital Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 9,077 shares — an estimated $235K sold.

Brookstone Capital Management first reported a position in IBMK in Q1 2017 and held it in 10 quarters. The position peaked at $287K in Q1 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Brookstone Capital Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Brookstone Capital Management sold 9,077 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $235K.
  • Brookstone Capital Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2017 and held it in 10 quarters.
  • Brookstone Capital Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $287K 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 Brookstone Capital Management's 13F filing for Q4 2022, filed 9 Jan 2023.