Forte Asset Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Forte Asset Management’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	-35,400	Closed	-$917K	–	74
2022 Q3	$917K	Hold	35,400	–	–	0.61%	41
2022 Q2	$917K	Buy	+35,400	New	+$917K	0.63%	42

Other funds holding IBMK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Forte Asset Management's IBMK Position: Q4 2022 in Review

Forte Asset Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 35,400 shares — an estimated $917K sold.

Forte Asset Management first reported a position in IBMK in Q2 2022 and held it in 2 quarters. The position peaked at $917K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Forte Asset Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Forte Asset Management sold 35,400 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $917K.
Forte Asset Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2022 and held it in 2 quarters.
Forte Asset Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $917K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Forte Asset Management's 13F filing for Q4 2022, filed 17 Jan 2023.