Fidelity Investments
IBMK

Fidelity Investments’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Fidelity Investments’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
-195
Closed -$5K – 5672
2022
Q3 		$5K Buy
195
+1
+0.5% +$26 ﹤0.01% 4359
2022
Q2 		$5K Sell
194
-240
-55% -$6.22K ﹤0.01% 4348
2022
Q1 		$11K Sell
434
-97
-18% -$2.52K ﹤0.01% 4243
2021
Q4 		$14K Buy
531
+256
+93% +$6.68K ﹤0.01% 3565
2021
Q3 		$7K Sell
275
-14
-5% -$367 ﹤0.01% 3716
2021
Q2 		$8K Sell
289
-7
-2% -$184 ﹤0.01% 3616
2021
Q1 		$8K Sell
296
-15
-5% -$395 ﹤0.01% 3457
2020
Q4 		$8K Buy
311
+111
+56% +$2.93K ﹤0.01% 3367
2020
Q3 		$5K Sell
200
-36
-15% -$954 ﹤0.01% 3328
2020
Q2 		$6K Sell
236
-816
-78% -$21.4K ﹤0.01% 3221
2020
Q1 		$27K Sell
1,052
-258
-20% -$6.75K ﹤0.01% 2894
2019
Q4 		$34K Buy
1,310
+588
+81% +$15.4K ﹤0.01% 2994
2019
Q3 		$19K Hold
722
– – ﹤0.01% 3080
2019
Q2 		$19K Sell
722
-477
-40% -$12.4K ﹤0.01% 3091
2019
Q1 		$31K Buy
+1,199
New +$30.9K ﹤0.01% 2873

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

Fidelity Investments's IBMK Position: Q4 2022 in Review

Fidelity Investments sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 195 shares — an estimated $5K sold.

Fidelity Investments first reported a position in IBMK in Q1 2019 and held it in 15 quarters. The position peaked at $34K in Q4 2019. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Fidelity Investments reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Fidelity Investments sold 195 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $5K.
  • Fidelity Investments first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2019 and held it in 15 quarters.
  • Fidelity Investments's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $34K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Fidelity Investments's 13F filing for Q4 2022, filed 13 Feb 2023.