EIA
IBMK

Eldridge Investment Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Eldridge Investment 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
-8,200
Closed -$212K – 141
2022
Q3 		$212K Buy
+8,200
New +$212K 0.08% 124

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

Eldridge Investment Advisors's IBMK Position: Q4 2022 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 8,200 shares — an estimated $212K sold.

Eldridge Investment Advisors first reported a position in IBMK in Q3 2022 and held it in 1 quarter. The position peaked at $212K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Eldridge Investment Advisors sold 8,200 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $212K.
  • Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • Eldridge Investment Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $212K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

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