GPA
IBMK

Guidance Point Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Guidance Point Advisors’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
-11,008
Closed -$285K – 87
2022
Q3 		$285K Sell
11,008
-2,676
-20% -$69.3K 0.13% 67
2022
Q2 		$354K Sell
13,684
-3,635
-21% -$94.2K 0.15% 62
2022
Q1 		$448K Buy
17,319
+25
+0.1% +$650 0.17% 62
2021
Q4 		$450K Buy
17,294
+53
+0.3% +$1.38K 0.16% 56
2021
Q3 		$450K Buy
17,241
+33
+0.2% +$865 0.16% 57
2021
Q2 		$451K Buy
17,208
+34
+0.2% +$894 0.18% 59
2021
Q1 		$452K Sell
17,174
-4,665
-21% -$123K 0.19% 58
2020
Q4 		$575K Buy
21,839
+1,347
+7% +$35.6K 0.26% 50
2020
Q3 		$543K Sell
20,492
-16,841
-45% -$446K 0.3% 48
2020
Q2 		$986K Buy
37,333
+78
+0.2% +$2.05K 0.55% 35
2020
Q1 		$969K Buy
37,255
+52
+0.1% +$1.36K 0.63% 30
2019
Q4 		$973K Buy
37,203
+3,920
+12% +$103K 0.48% 32
2019
Q3 		$870K Buy
33,283
+65
+0.2% +$1.7K 0.48% 34
2019
Q2 		$867K Buy
33,218
+69
+0.2% +$1.79K 0.49% 33
2019
Q1 		$859K Buy
33,149
+5,837
+21% +$151K 0.51% 32
2018
Q4 		$699K Buy
+27,312
New +$693K 0.45% 37

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Guidance Point Advisors's IBMK Position: Q4 2022 in Review

Guidance Point Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 11,008 shares — an estimated $285K sold.

Guidance Point Advisors first reported a position in IBMK in Q4 2018 and held it in 16 quarters. The position peaked at $986K in Q2 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Guidance Point Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Guidance Point Advisors sold 11,008 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $285K.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2018 and held it in 16 quarters.
  • Guidance Point Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $986K in Q2 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Guidance Point Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.