Harbour Investments’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Harbour Investments’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	-2,854	Closed	-$74K	–	3153
2022 Q3	$74K	Hold	2,854	–	–	0.01%	1110
2022 Q2	$74K	Buy	+2,854	New	+$74K	0.01%	1110
2021 Q4	$25K	Sell	962 -2,063	-68%	-$53.9K	﹤0.01%	1579
2021 Q3	$79K	Sell	3,025 -87	-3%	-$2.28K	﹤0.01%	1510
2021 Q2	$82K	Sell	3,112 -40	-1%	-$1.05K	﹤0.01%	1513
2021 Q1	$83K	Buy	+3,152	New	+$83.1K	﹤0.01%	1400

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

Harbour Investments's IBMK Position: Q4 2022 in Review

Harbour Investments sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 2,854 shares — an estimated $74K sold.

Harbour Investments first reported a position in IBMK in Q1 2021 and held it in 6 quarters. The position peaked at $83K in Q1 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Harbour Investments reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Harbour Investments sold 2,854 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $74K.
Harbour Investments first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2021 and held it in 6 quarters.
Harbour Investments's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $83K in Q1 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Harbour Investments's 13F filing for Q4 2022, filed 16 Feb 2023.