Gofen & Glossberg’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Gofen & Glossberg’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 Q3	–	Sell	-12,125	Closed	-$314K	–	591
2022 Q2	$314K	Sell	12,125 -7,500	-38%	-$194K	0.01%	410
2022 Q1	$509K	Hold	19,625	–	–	0.01%	340
2021 Q4	$511K	Hold	19,625	–	–	0.01%	355
2021 Q3	$514K	Sell	19,625 -2,000	-9%	-$52.4K	0.01%	343
2021 Q2	$568K	Buy	21,625 +3,500	+19%	+$92K	0.01%	317
2021 Q1	$477K	Sell	18,125 -3,000	-14%	-$79.1K	0.01%	335
2020 Q4	$557K	Buy	21,125 +3,250	+18%	+$85.8K	0.02%	299
2020 Q3	$474K	Buy	+17,875	New	+$474K	0.01%	301

Other funds holding IBMK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gofen & Glossberg's IBMK Position: Q3 2022 in Review

Gofen & Glossberg sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 12,125 shares — an estimated $314K sold.

Gofen & Glossberg first reported a position in IBMK in Q3 2020 and held it in 8 quarters. The position peaked at $568K in Q2 2021. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

Gofen & Glossberg reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
Gofen & Glossberg sold 12,125 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $314K.
Gofen & Glossberg first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2020 and held it in 8 quarters.
Gofen & Glossberg's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $568K in Q2 2021.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on Gofen & Glossberg's 13F filing for Q3 2022, filed 13 Oct 2022.