Cambridge Investment Research Advisors
IBMK

Cambridge Investment Research Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Cambridge Investment Research 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
2022
Q4 		– Sell
-54,921
Closed -$1.42M – 3257
2022
Q3 		$1.42M Buy
54,921
+31,206
+132% +$808K 0.01% 1250
2022
Q2 		$614K Sell
23,715
-2,000
-8% -$51.8K ﹤0.01% 1805
2022
Q1 		$667K Sell
25,715
-5,409
-17% -$141K ﹤0.01% 1874
2021
Q4 		$811K Buy
31,124
+66
+0.2% +$1.72K ﹤0.01% 1726
2021
Q3 		$813K Sell
31,058
-580
-2% -$15.2K ﹤0.01% 1692
2021
Q2 		$831K Sell
31,638
-3,426
-10% -$90.1K ﹤0.01% 1672
2021
Q1 		$923K Sell
35,064
-5,306
-13% -$140K 0.01% 1484
2020
Q4 		$1.06M Buy
40,370
+194
+0.5% +$5.12K 0.01% 1261
2020
Q3 		$1.06M Buy
40,176
+9,454
+31% +$250K 0.01% 1156
2020
Q2 		$812K Buy
30,722
+631
+2% +$16.6K 0.01% 1258
2020
Q1 		$783K Buy
30,091
+1,861
+7% +$48.7K 0.01% 1108
2019
Q4 		$739K Buy
28,230
+351
+1% +$9.18K 0.01% 1331
2019
Q3 		$729K Buy
+27,879
New +$730K 0.01% 1266
2019
Q1 		– Sell
-15,565
Closed -$399K – 2367
2018
Q4 		$399K Buy
15,565
+5,808
+60% +$147K ﹤0.01% 1449
2018
Q3 		$248K Buy
+9,757
New +$249K ﹤0.01% 1919

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

Cambridge Investment Research Advisors's IBMK Position: Q4 2022 in Review

Cambridge Investment Research Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 54,921 shares — an estimated $1.42M sold.

Cambridge Investment Research Advisors first reported a position in IBMK in Q3 2018 and held it in 15 quarters. The position peaked at $1.42M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Cambridge Investment Research Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 54,921 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.42M.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2018 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.42M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.