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

Eudaimonia 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
2021 Q2	–	Sell	-1,128	Closed	-$30K	–	1480
2021 Q1	$30K	Hold	1,128	–	–	0.01%	815
2020 Q4	$30K	Hold	1,128	–	–	0.01%	765
2020 Q3	$30K	Hold	1,128	–	–	0.01%	696
2020 Q2	$30K	Hold	1,128	–	–	0.01%	626
2020 Q1	$29K	Hold	1,128	–	–	0.01%	580
2019 Q4	$30K	Buy	+1,128	New	+$29.5K	0.01%	608

Other funds holding IBMK

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LIM

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

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

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

SWM

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

Eudaimonia Partners's IBMK Position: Q2 2021 in Review

Eudaimonia Partners sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2021, closing a stake of 1,128 shares — an estimated $30K sold.

Eudaimonia Partners first reported a position in IBMK in Q4 2019 and held it in 6 quarters. The position peaked at $30K in Q1 2021. 149 funds tracked by Wall St. Rank hold IBMK as of Q2 2021.

Eudaimonia Partners reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 1,128 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2021, an estimated $30K.
Eudaimonia Partners first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $30K in Q1 2021.
149 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.