Heritage Wealth Management (Arizona)’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Heritage Wealth Management (Arizona)’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
2021 Q2	–	Sell	-11,500	Closed	-$303K	–	940
2021 Q1	$303K	Buy	+11,500	New	+$303K	0.17%	106

Other funds holding IBMK

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

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

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

LIM

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

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IBMK Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2021, closing a stake of 11,500 shares — an estimated $303K sold.

Heritage Wealth Management (Arizona) first reported a position in IBMK in Q1 2021 and held it in 1 quarter. The position peaked at $303K in Q1 2021. 149 funds tracked by Wall St. Rank hold IBMK as of Q2 2021.

Heritage Wealth Management (Arizona) reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 11,500 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2021, an estimated $303K.
Heritage Wealth Management (Arizona) first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2021 and held it in 1 quarter.
Heritage Wealth Management (Arizona)'s iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $303K in Q1 2021.
149 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.