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

Capital Directions Investment 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 Q3	–	Sell	-28,098	Closed	-$727K	–	29
2022 Q2	$728K	Hold	28,098	–	–	0.24%	35
2022 Q1	$728K	Sell	28,098 -2,914	-9%	-$75.7K	0.22%	39
2021 Q4	$808K	Sell	31,012 -2,950	-9%	-$77K	0.23%	38
2021 Q3	$889K	Hold	33,962	–	–	0.27%	34
2021 Q2	$892K	Buy	+33,962	New	+$893K	0.27%	35
2021 Q1	–	Sell	-33,962	Closed	-$895K	–	371
2020 Q4	$895K	Hold	33,962	–	–	0.3%	28
2020 Q3	$900K	Buy	33,962 +2,914	+9%	+$77.2K	0.34%	27
2020 Q2	$820K	Hold	31,048	–	–	0.33%	29
2020 Q1	$808K	Buy	31,048 +2,750	+10%	+$71.9K	0.35%	26
2019 Q4	$740K	Hold	28,298	–	–	0.24%	36
2019 Q3	$740K	Hold	28,298	–	–	0.25%	33
2019 Q2	$739K	Buy	+28,298	New	+$734K	0.26%	27
2019 Q1	–	Sell	-36,058	Closed	-$924K	–	116
2018 Q4	$924K	Buy	+36,058	New	+$915K	0.32%	23

Other funds holding IBMK

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Capital Directions Investment Advisors's IBMK Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 28,098 shares — an estimated $727K sold.

Capital Directions Investment Advisors first reported a position in IBMK in Q4 2018 and held it in 13 quarters. The position peaked at $924K in Q4 2018. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

Capital Directions Investment Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 28,098 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $727K.
Capital Directions Investment Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2018 and held it in 13 quarters.
Capital Directions Investment Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $924K in Q4 2018.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.