Capital Analysts LLC’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Capital Analysts 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
2021 Q1	–	Sell	-600	Closed	-$16K	–	1112
2020 Q4	$16K	Hold	600	–	–	﹤0.01%	536
2020 Q3	$16K	Buy	+600	New	+$15.9K	﹤0.01%	536

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Analysts LLC's IBMK Position: Q1 2021 in Review

Capital Analysts LLC sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q1 2021, closing a stake of 600 shares — an estimated $16K sold.

Capital Analysts LLC first reported a position in IBMK in Q3 2020 and held it in 2 quarters. The position peaked at $16K in Q4 2020. 153 funds tracked by Wall St. Rank hold IBMK as of Q1 2021.

Capital Analysts LLC reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Capital Analysts LLC sold 600 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q1 2021, an estimated $16K.
Capital Analysts LLC first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2020 and held it in 2 quarters.
Capital Analysts LLC's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $16K in Q4 2020.
153 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q1 2021.

Based on Capital Analysts LLC's 13F filing for Q1 2021, filed 17 May 2021.