HWM
IBMK

HB Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

HB Wealth Management’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
-7,795
Closed -$202K – 714
2022
Q3 		$202K Hold
7,795
– – ﹤0.01% 550
2022
Q2 		$202K Hold
7,795
– – ﹤0.01% 556
2022
Q1 		$202K Hold
7,795
– – ﹤0.01% 569
2021
Q4 		$203K Buy
+7,795
New +$204K ﹤0.01% 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

HB Wealth Management's IBMK Position: Q4 2022 in Review

HB Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 7,795 shares — an estimated $202K sold.

HB Wealth Management first reported a position in IBMK in Q4 2021 and held it in 4 quarters. The position peaked at $203K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • HB Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • HB Wealth Management sold 7,795 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $202K.
  • HB Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2021 and held it in 4 quarters.
  • HB Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $203K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on HB Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.