CBFP
IBMK

Cedar Brook Financial Partners’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Cedar Brook Financial Partners’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
Q4 		– Sell
-17,727
Closed -$464K – 395
2021
Q3 		$464K Buy
17,727
+18
+0.1% +$472 0.14% 174
2021
Q2 		$465K Buy
17,709
+18
+0.1% +$473 0.13% 187
2021
Q1 		$466K Buy
17,691
+13
+0.1% +$343 0.16% 153
2020
Q4 		$466K Sell
17,678
-3,772
-18% -$99.6K 0.16% 150
2020
Q3 		$568K Buy
21,450
+3,821
+22% +$101K 0.22% 123
2020
Q2 		$466K Sell
17,629
-7,641
-30% -$201K 0.21% 138
2020
Q1 		$657K Sell
25,270
-3,008
-11% -$78.7K 0.36% 79
2019
Q4 		$740K Buy
28,278
+45
+0.2% +$1.18K 0.31% 87
2019
Q3 		$738K Buy
28,233
+34
+0.1% +$891 0.33% 94
2019
Q2 		$737K Buy
28,199
+35
+0.1% +$908 0.34% 90
2019
Q1 		$731K Buy
28,164
+24
+0.1% +$619 0.36% 81
2018
Q4 		$721K Buy
+28,140
New +$714K 0.44% 72

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cedar Brook Financial Partners's IBMK Position: Q4 2021 in Review

Cedar Brook Financial Partners sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2021, closing a stake of 17,727 shares — an estimated $464K sold.

Cedar Brook Financial Partners first reported a position in IBMK in Q4 2018 and held it in 12 quarters. The position peaked at $740K in Q4 2019. 145 funds tracked by Wall St. Rank hold IBMK as of Q4 2021.

  • Cedar Brook Financial Partners reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 17,727 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2021, an estimated $464K.
  • Cedar Brook Financial Partners first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2018 and held it in 12 quarters.
  • Cedar Brook Financial Partners's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $740K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2021.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2021, filed 27 Jan 2022.