Homrich & Berg’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Homrich & Berg’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 Q3	$204K	Hold	7,795	–	–	﹤0.01%	452
2021 Q2	$205K	Buy	+7,795	New	+$205K	﹤0.01%	467

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

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

Homrich & Berg's IBMK Position: Q3 2021 in Review

Homrich & Berg held its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) position steady in Q3 2021 at 7,795 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Homrich & Berg first reported a position in IBMK in Q2 2021 and has held it in 2 quarters since. The position peaked at $205K in Q2 2021. 151 funds tracked by Wall St. Rank hold IBMK as of Q3 2021.

Homrich & Berg held 7,795 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $204K as of Q3 2021.
Homrich & Berg left its iShares iBonds Dec 2022 Term Muni Bond ETF share count unchanged in Q3 2021.
iShares iBonds Dec 2022 Term Muni Bond ETF made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #452 holding.
Homrich & Berg first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2021 and has held it in 2 quarters since.
Homrich & Berg's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $205K in Q2 2021.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.