Envestnet Asset Management
IBMK

Envestnet Asset Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Envestnet Asset 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
-220,634
Closed -$5.71M – 4121
2022
Q3 		$5.71M Sell
220,634
-15,721
-7% -$407K ﹤0.01% 1453
2022
Q2 		$6.12M Buy
236,355
+11,745
+5% +$304K ﹤0.01% 1414
2022
Q1 		$5.82M Sell
224,610
-94,694
-30% -$2.46M ﹤0.01% 1507
2021
Q4 		$8.32M Buy
319,304
+625
+0.2% +$16.3K ﹤0.01% 1286
2021
Q3 		$8.34M Buy
318,679
+25,812
+9% +$677K ﹤0.01% 1240
2021
Q2 		$7.69M Buy
292,867
+24,351
+9% +$640K ﹤0.01% 1279
2021
Q1 		$7.07M Buy
268,516
+46,816
+21% +$1.23M ﹤0.01% 1240
2020
Q4 		$5.84M Buy
221,700
+28,762
+15% +$759K ﹤0.01% 1200
2020
Q3 		$5.11M Buy
192,938
+11,317
+6% +$300K ﹤0.01% 1159
2020
Q2 		$4.8M Sell
181,621
-16,017
-8% -$420K ﹤0.01% 1141
2020
Q1 		$5.14M Sell
197,638
-33,870
-15% -$886K 0.01% 986
2019
Q4 		$6.06M Sell
231,508
-11,310
-5% -$296K 0.01% 1029
2019
Q3 		$6.35M Buy
242,818
+35,756
+17% +$937K 0.01% 956
2019
Q2 		$5.41M Buy
207,062
+20,093
+11% +$521K 0.01% 1013
2019
Q1 		$4.85M Sell
186,969
-4,956
-3% -$128K 0.01% 1008
2018
Q4 		$4.92M Sell
191,925
-12,674
-6% -$322K 0.01% 892
2018
Q3 		$5.2M Buy
+204,599
New +$5.22M 0.01% 412

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

Envestnet Asset Management's IBMK Position: Q4 2022 in Review

Envestnet Asset Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 220,634 shares — an estimated $5.71M sold.

Envestnet Asset Management first reported a position in IBMK in Q3 2018 and held it in 17 quarters. The position peaked at $8.34M in Q3 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Envestnet Asset Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 220,634 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $5.71M.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2018 and held it in 17 quarters.
  • Envestnet Asset Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $8.34M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Envestnet Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.