HIA
IBMK

Harbor Investment Advisory’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Harbor Investment Advisory’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
-5,038
Closed -$130K – 1399
2022
Q3 		$130K Buy
5,038
+1,038
+26% +$26.9K 0.02% 412
2022
Q2 		$104K Buy
+4,000
New +$104K 0.02% 495

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

Harbor Investment Advisory's IBMK Position: Q4 2022 in Review

Harbor Investment Advisory sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 5,038 shares — an estimated $130K sold.

Harbor Investment Advisory first reported a position in IBMK in Q2 2022 and held it in 2 quarters. The position peaked at $130K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Harbor Investment Advisory reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 5,038 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $130K.
  • Harbor Investment Advisory first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2022 and held it in 2 quarters.
  • Harbor Investment Advisory's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $130K 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 Harbor Investment Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.