DCM
IBMK

Donaldson Capital Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Donaldson Capital Management’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
-55,065
Closed -$1.43M – 235
2022
Q3 		$1.43M Hold
55,065
– – 0.08% 92
2022
Q2 		$1.43M Hold
55,065
– – 0.07% 93
2022
Q1 		$1.43M Buy
55,065
+576
+1% +$15K 0.07% 105
2021
Q4 		$1.42M Hold
54,489
– – 0.06% 104
2021
Q3 		$1.43M Hold
54,489
– – 0.07% 96
2021
Q2 		$1.43M Hold
54,489
– – 0.07% 96
2021
Q1 		$1.44M Hold
54,489
– – 0.08% 95
2020
Q4 		$1.44M Buy
54,489
+38,000
+230% +$1M 0.09% 84
2020
Q3 		$437K Hold
16,489
– – 0.03% 167
2020
Q2 		$436K Hold
16,489
– – 0.03% 142
2020
Q1 		$429K Buy
+16,489
New +$431K 0.04% 127

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

Donaldson Capital Management's IBMK Position: Q4 2022 in Review

Donaldson Capital Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 55,065 shares — an estimated $1.43M sold.

Donaldson Capital Management first reported a position in IBMK in Q1 2020 and held it in 11 quarters. The position peaked at $1.44M in Q4 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Donaldson Capital Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Donaldson Capital Management sold 55,065 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.43M.
  • Donaldson Capital Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2020 and held it in 11 quarters.
  • Donaldson Capital Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.44M 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 Donaldson Capital Management's 13F filing for Q4 2022, filed 8 Feb 2023.