Estate Counselors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Estate Counselors’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 Q1	–	Sell	-2,800	Closed	-$72K	–	177
2021 Q4	$72K	Sell	2,800 -20,440	-88%	-$534K	0.01%	142
2021 Q3	$608K	Sell	23,240 -104,775	-82%	-$2.75M	0.08%	117
2021 Q2	$3.36M	Buy	128,015 +4,730	+4%	+$124K	0.44%	47
2021 Q1	$3.25M	Buy	123,285 +9,550	+8%	+$252K	0.48%	50
2020 Q4	$3M	Sell	113,735 -500	-0.4%	-$13.2K	0.45%	53
2020 Q3	$3.03M	Buy	114,235 +4,080	+4%	+$108K	0.47%	49
2020 Q2	$2.92M	Buy	110,155 +1,910	+2%	+$50.1K	0.47%	50
2020 Q1	$2.81M	Buy	108,245 +830	+0.8%	+$21.7K	0.46%	49
2019 Q4	$2.81M	Buy	+107,415	New	+$2.81M	0.41%	55

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Estate Counselors's IBMK Position: Q1 2022 in Review

Estate Counselors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q1 2022, closing a stake of 2,800 shares — an estimated $72K sold.

Estate Counselors first reported a position in IBMK in Q4 2019 and held it in 9 quarters. The position peaked at $3.36M in Q2 2021. 140 funds tracked by Wall St. Rank hold IBMK as of Q1 2022.

Estate Counselors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Estate Counselors sold 2,800 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q1 2022, an estimated $72K.
Estate Counselors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 9 quarters.
Estate Counselors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $3.36M in Q2 2021.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q1 2022.

Based on Estate Counselors's 13F filing for Q1 2022, filed 9 May 2022.