FFW
IBMK

Fusion Family Wealth’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Fusion Family Wealth’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
Q3 		– Sell
-15,394
Closed -$407K – 111
2020
Q2 		$407K Sell
15,394
-149,225
-91% -$3.92M 0.1% 25
2020
Q1 		$4.28M Sell
164,619
-33,329
-17% -$872K 1.15% 16
2019
Q4 		$5.18M Buy
197,948
+4,728
+2% +$124K 1.19% 15
2019
Q3 		$5.05M Sell
193,220
-7,597
-4% -$199K 1.34% 14
2019
Q2 		$5.25M Buy
200,817
+1,571
+0.8% +$40.8K 1.31% 15
2019
Q1 		$5.17M Buy
199,246
+1,142
+0.6% +$29.5K 1.43% 15
2018
Q4 		$5.07M Sell
198,104
-3,433
-2% -$87.1K 1.49% 15
2018
Q3 		$5.12M Buy
201,537
+2,471
+1% +$63.1K 1.37% 15
2018
Q2 		$5.08M Buy
199,066
+89,836
+82% +$2.28M 1.43% 18
2018
Q1 		$2.79M Buy
109,230
+7,011
+7% +$179K 0.94% 17
2017
Q4 		$2.62M Buy
102,219
+44,571
+77% +$1.15M 0.66% 21
2017
Q3 		$1.5M Buy
57,648
+7,242
+14% +$190K 0.51% 27
2017
Q2 		$1.31M Buy
50,406
+6,260
+14% +$163K 0.45% 30
2017
Q1 		$1.14M Buy
44,146
+5,466
+14% +$140K 0.43% 30
2016
Q4 		$989K Buy
+38,680
New +$995K 0.58% 27

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fusion Family Wealth's IBMK Position: Q3 2020 in Review

Fusion Family Wealth sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2020, closing a stake of 15,394 shares — an estimated $407K sold.

Fusion Family Wealth first reported a position in IBMK in Q4 2016 and held it in 15 quarters. The position peaked at $5.25M in Q2 2019. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2020.

  • Fusion Family Wealth reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Fusion Family Wealth sold 15,394 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2020, an estimated $407K.
  • Fusion Family Wealth first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2016 and held it in 15 quarters.
  • Fusion Family Wealth's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $5.25M in Q2 2019.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2020.

Based on Fusion Family Wealth's 13F filing for Q3 2020, filed 9 Nov 2020.