EPP
IBMK

ETF Portfolio Partners’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

ETF Portfolio Partners’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
-24,746
Closed -$641K – 49
2022
Q3 		$641K Hold
24,746
– – 0.28% 31
2022
Q2 		$641K Hold
24,746
– – 0.28% 32
2022
Q1 		$641K Hold
24,746
– – 0.24% 29
2021
Q4 		$645K Hold
24,746
– – 0.25% 29
2021
Q3 		$648K Hold
24,746
– – 0.26% 27
2021
Q2 		$650K Hold
24,746
– – 0.26% 27
2021
Q1 		$652K Hold
24,746
– – 0.29% 25
2020
Q4 		$652K Hold
24,746
– – 0.3% 26
2020
Q3 		$656K Hold
24,746
– – 0.34% 25
2020
Q2 		$654K Buy
24,746
+943
+4% +$24.7K 0.36% 26
2020
Q1 		$619K Hold
23,803
– – 0.4% 23
2019
Q4 		$623K Buy
23,803
+3,823
+19% +$100K 0.33% 23
2019
Q3 		$522K Hold
19,980
– – 0.3% 25
2019
Q2 		$522K Hold
19,980
– – 0.28% 23
2019
Q1 		$518K Hold
19,980
– – 0.31% 23
2018
Q4 		$512K Hold
19,980
– – 0.34% 22
2018
Q3 		$508K Buy
+19,980
New +$510K 0.31% 21

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

ETF Portfolio Partners's IBMK Position: Q4 2022 in Review

ETF Portfolio Partners sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 24,746 shares — an estimated $641K sold.

ETF Portfolio Partners first reported a position in IBMK in Q3 2018 and held it in 17 quarters. The position peaked at $656K in Q3 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • ETF Portfolio Partners reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • ETF Portfolio Partners sold 24,746 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $641K.
  • ETF Portfolio Partners first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2018 and held it in 17 quarters.
  • ETF Portfolio Partners's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $656K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on ETF Portfolio Partners's 13F filing for Q4 2022, filed 10 Jan 2023.