Founders Financial Alliance’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Founders Financial Alliance’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	-408	Closed	-$11K	–	489
2022 Q3	$11K	Buy	408 +1	+0.2%	+$26	0.01%	414
2022 Q2	$11K	Buy	407 +1	+0.2%	+$26	0.01%	433
2022 Q1	$11K	Buy	406 +1	+0.2%	+$26	﹤0.01%	388
2021 Q4	$11K	Buy	405 +2	+0.5%	+$52	﹤0.01%	428
2021 Q3	$11K	Buy	403 +1	+0.2%	+$26	0.01%	396
2021 Q2	$11K	Hold	402	–	–	0.01%	416
2021 Q1	$11K	Buy	+402	New	+$10.6K	0.01%	398

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

Founders Financial Alliance's IBMK Position: Q4 2022 in Review

Founders Financial Alliance sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 408 shares — an estimated $11K sold.

Founders Financial Alliance first reported a position in IBMK in Q1 2021 and held it in 7 quarters. The position peaked at $11K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Founders Financial Alliance reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Founders Financial Alliance sold 408 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $11K.
Founders Financial Alliance first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2021 and held it in 7 quarters.
Founders Financial Alliance's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $11K 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 Founders Financial Alliance's 13F filing for Q4 2022, filed 15 Feb 2023.