EA
IBMK

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

Emerald 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
-27,420
Closed -$710K – 86
2022
Q3 		$710K Buy
27,420
+5,800
+27% +$150K 0.21% 30
2022
Q2 		$560K Buy
21,620
+11,574
+115% +$300K 0.16% 42
2022
Q1 		$260K Hold
10,046
– – 0.06% 83
2021
Q4 		$262K Hold
10,046
– – 0.06% 77
2021
Q3 		$263K Hold
10,046
– – 0.08% 83
2021
Q2 		$264K Hold
10,046
– – 0.08% 82
2021
Q1 		$265K Hold
10,046
– – 0.1% 72
2020
Q4 		$265K Buy
10,046
+12
+0.1% +$317 0.09% 70
2020
Q3 		$266K Buy
10,034
+34
+0.3% +$901 0.1% 63
2020
Q2 		$264K Hold
10,000
– – 0.12% 58
2020
Q1 		$262K Hold
10,000
– – 0.12% 57
2019
Q4 		$263K Buy
+10,000
New +$262K 0.25% 76

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

Emerald Advisors's IBMK Position: Q4 2022 in Review

Emerald Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 27,420 shares — an estimated $710K sold.

Emerald Advisors first reported a position in IBMK in Q4 2019 and held it in 12 quarters. The position peaked at $710K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Emerald Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Emerald Advisors sold 27,420 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $710K.
  • Emerald Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 12 quarters.
  • Emerald Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $710K 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 Emerald Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.