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

Childress Capital 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	-10,320	Closed	-$267K	–	199
2022 Q3	$267K	Hold	10,320	–	–	0.1%	134
2022 Q2	$267K	Hold	10,320	–	–	0.11%	131
2022 Q1	$267K	Sell	10,320 -11,600	-53%	-$301K	0.09%	152
2021 Q4	$571K	Hold	21,920	–	–	0.24%	78
2021 Q3	$573K	Hold	21,920	–	–	0.23%	82
2021 Q2	$575K	Hold	21,920	–	–	0.26%	62
2021 Q1	$577K	Buy	+21,920	New	+$578K	0.27%	73

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

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

Childress Capital Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 10,320 shares — an estimated $267K sold.

Childress Capital Advisors first reported a position in IBMK in Q1 2021 and held it in 7 quarters. The position peaked at $577K in Q1 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Childress Capital Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Childress Capital Advisors sold 10,320 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $267K.
Childress Capital Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2021 and held it in 7 quarters.
Childress Capital Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $577K in Q1 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Childress Capital Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.