Cary Street Partners Investment Advisory’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Cary Street Partners Investment Advisory’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	-380	Closed	-$10K	–	1657
2022 Q3	$10K	Hold	380	–	–	﹤0.01%	501
2022 Q2	$10K	Buy	+380	New	+$9.85K	﹤0.01%	548
2021 Q3	–	Sell	-380	Closed	-$10K	–	318
2021 Q2	$10K	Sell	380 -75	-16%	-$1.97K	﹤0.01%	312
2021 Q1	$12K	Buy	+455	New	+$12K	﹤0.01%	301
2020 Q4	–	Sell	-13,845	Closed	-$367K	–	927
2020 Q3	$367K	Buy	+13,845	New	+$367K	0.08%	202

Other funds holding IBMK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Cary Street Partners Investment Advisory's IBMK Position: Q4 2022 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 380 shares — an estimated $10K sold.

Cary Street Partners Investment Advisory first reported a position in IBMK in Q3 2020 and held it in 5 quarters. The position peaked at $367K in Q3 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 380 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $10K.
Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $367K in Q3 2020.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.