First Manhattan’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

First Manhattan’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
2020 Q2	–	Sell	-367	Closed	-$9K	–	1503
2020 Q1	$9K	Hold	367	–	–	﹤0.01%	1164
2019 Q4	$9K	Hold	367	–	–	﹤0.01%	1160
2019 Q3	$9K	Hold	367	–	–	﹤0.01%	1167
2019 Q2	$9K	Hold	367	–	–	﹤0.01%	1194
2019 Q1	$9K	Hold	367	–	–	﹤0.01%	1210
2018 Q4	$9K	Hold	367	–	–	﹤0.01%	1180
2018 Q3	$9K	Hold	367	–	–	﹤0.01%	1241
2018 Q2	$9K	Hold	367	–	–	﹤0.01%	1206
2018 Q1	$9K	Hold	367	–	–	﹤0.01%	1210
2017 Q4	$9K	Hold	367	–	–	﹤0.01%	1258
2017 Q3	$9K	Hold	367	–	–	﹤0.01%	1233
2017 Q2	$9K	Hold	367	–	–	﹤0.01%	1191
2017 Q1	$9K	Hold	367	–	–	﹤0.01%	1205
2016 Q4	$9K	Hold	367	–	–	﹤0.01%	1187
2016 Q3	$9K	Hold	367	–	–	﹤0.01%	1208
2016 Q2	$9K	Buy	+367	New	+$9.63K	﹤0.01%	1241

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

First Manhattan's IBMK Position: Q2 2020 in Review

First Manhattan sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2020, closing a stake of 367 shares — an estimated $9K sold.

First Manhattan first reported a position in IBMK in Q2 2016 and held it in 16 quarters. The position peaked at $9K in Q1 2020. 128 funds tracked by Wall St. Rank hold IBMK as of Q2 2020.

First Manhattan reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
First Manhattan sold 367 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2020, an estimated $9K.
First Manhattan first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2016 and held it in 16 quarters.
First Manhattan's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $9K in Q1 2020.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2020.

Based on First Manhattan's 13F filing for Q2 2020, filed 14 Aug 2020.