EWA
IBMK

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

EP Wealth 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
-36,027
Closed -$933K – 647
2022
Q3 		$933K Sell
36,027
-3,009
-8% -$77.9K 0.02% 242
2022
Q2 		$1.01M Sell
39,036
-9,585
-20% -$248K 0.02% 257
2022
Q1 		$1.26M Sell
48,621
-3,137
-6% -$81.5K 0.03% 247
2021
Q4 		$1.35M Sell
51,758
-8,765
-14% -$229K 0.03% 225
2021
Q3 		$1.58M Sell
60,523
-70
-0.1% -$1.83K 0.04% 189
2021
Q2 		$1.59M Sell
60,593
-11,151
-16% -$293K 0.04% 201
2021
Q1 		$1.89M Sell
71,744
-3,250
-4% -$85.7K 0.06% 171
2020
Q4 		$1.98M Buy
+74,994
New +$1.98M 0.07% 129
2020
Q2 		– Sell
-75,905
Closed -$1.99M – 119
2020
Q1 		$1.97M Buy
75,905
+27,836
+58% +$728K 0.1% 118
2019
Q4 		$1.26M Buy
+48,069
New +$1.26M 0.05% 164

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

EP Wealth Advisors's IBMK Position: Q4 2022 in Review

EP Wealth Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 36,027 shares — an estimated $933K sold.

EP Wealth Advisors first reported a position in IBMK in Q4 2019 and held it in 10 quarters. The position peaked at $1.98M in Q4 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • EP Wealth Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 36,027 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $933K.
  • EP Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 10 quarters.
  • EP Wealth Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.98M 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 EP Wealth Advisors's 13F filing for Q4 2022, filed 12 Jun 2023.