CIAS
IBMK

CFS Investment Advisory Services’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

CFS Investment Advisory Services’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
-1,760,982
Closed -$1.76M – 294
2022
Q3 		$1.76M Buy
1,760,982
+1,695,718
+2,598% +$43.9M 0.41% 39
2022
Q2 		$1.69M Sell
65,264
-1,726,171
-96% -$44.7M 0.26% 86
2022
Q1 		$69K Buy
1,791,435
+1,723,644
+2,543% +$44.8M 0.3% 50
2021
Q4 		$1.76M Sell
67,791
-3,424
-5% -$89.4K 0.24% 95
2021
Q3 		$1.86M Buy
+71,215
New +$1.87M 0.26% 94
2020
Q4 		$2.44M Buy
+92,624
New +$2.45M 0.39% 45

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

CFS Investment Advisory Services's IBMK Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 1,760,982 shares — an estimated $1.76M sold.

CFS Investment Advisory Services first reported a position in IBMK in Q4 2020 and held it in 6 quarters. The position peaked at $2.44M in Q4 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 1,760,982 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.76M.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2020 and held it in 6 quarters.
  • CFS Investment Advisory Services's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $2.44M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.