CIA
IBMK

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

Capital 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
Q4 		– Sell
-9,323
Closed -$241K – 591
2022
Q3 		$241K Buy
9,323
+97
+1% +$2.51K 0.01% 468
2022
Q2 		$239K Buy
9,226
+285
+3% +$7.38K 0.01% 482
2022
Q1 		$232K Hold
8,941
– – 0.01% 521
2021
Q4 		$233K Buy
8,941
+515
+6% +$13.4K 0.01% 516
2021
Q3 		$221K Hold
8,426
– – 0.01% 520
2021
Q2 		$221K Hold
8,426
– – 0.01% 520
2021
Q1 		$222K Sell
8,426
-140
-2% -$3.69K 0.01% 491
2020
Q4 		$226K Hold
8,566
– – 0.01% 465
2020
Q3 		$227K Hold
8,566
– – 0.01% 444
2020
Q2 		$226K Hold
8,566
– – 0.01% 436
2020
Q1 		$223K Hold
8,566
– – 0.01% 404
2019
Q4 		$224K Buy
8,566
+140
+2% +$3.66K 0.01% 464
2019
Q3 		$220K Hold
8,426
– – 0.01% 449
2019
Q2 		$220K Buy
+8,426
New +$219K 0.01% 445

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

Capital Investment Advisors's IBMK Position: Q4 2022 in Review

Capital Investment Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 9,323 shares — an estimated $241K sold.

Capital Investment Advisors first reported a position in IBMK in Q2 2019 and held it in 14 quarters. The position peaked at $241K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Capital Investment Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Capital Investment Advisors sold 9,323 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $241K.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2019 and held it in 14 quarters.
  • Capital Investment Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $241K 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 Capital Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.