IFP Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,708
| Closed | -$195K | – | 4645 |
|
|
2022
Q4 | $195K | Hold |
7,708
| – | – | 0.01% | 1369 |
|
|
2022
Q3 | $195K | Hold |
7,708
| – | – | 0.01% | 1421 |
|
|
2022
Q2 | $195K | Hold |
7,708
| – | – | 0.01% | 1297 |
|
|
2022
Q1 | $195K | Buy |
+7,708
| New | +$200K | 0.01% | 1297 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$10.5K | – | 3303 |
|
|
2021
Q1 | $11K | Sell |
400
-8,070
| -95% | -$213K | ﹤0.01% | 2118 |
|
|
2020
Q4 | $224K | Hold |
8,470
| – | – | 0.01% | 756 |
|
|
2020
Q3 | $224K | Buy |
8,470
+7,592
| +865% | +$201K | 0.01% | 669 |
|
|
2020
Q2 | $24K | Hold |
878
| – | – | ﹤0.01% | 1505 |
|
|
2020
Q1 | $22K | Sell |
878
-229
| -21% | -$5.99K | ﹤0.01% | 1451 |
|
|
2019
Q4 | $29K | Hold |
1,107
| – | – | ﹤0.01% | 1475 |
|
|
2019
Q3 | $28K | Buy |
+1,107
| New | +$29K | ﹤0.01% | 1624 |
|
|
2019
Q1 | $10K | Sell |
400
-1,820
| -82% | -$46.9K | ﹤0.01% | 1627 |
|
|
2018
Q4 | $57K | Sell |
2,220
-1,953
| -47% | -$49.6K | ﹤0.01% | 1538 |
|
|
2018
Q3 | $106K | Buy |
4,173
+2,215
| +113% | +$56.5K | ﹤0.01% | 1441 |
|
|
2018
Q2 | $50K | Sell |
1,958
-1,262
| -39% | -$32.1K | ﹤0.01% | 1917 |
|
|
2018
Q1 | $83K | Hold |
3,220
| – | – | ﹤0.01% | 1502 |
|
|
2017
Q4 | $83K | Hold |
3,220
| – | – | ﹤0.01% | 1514 |
|
|
2017
Q3 | $84K | Buy |
3,220
+979
| +44% | +$25.7K | ﹤0.01% | 1660 |
|
|
2017
Q2 | $58K | Hold |
2,241
| – | – | ﹤0.01% | 1874 |
|
|
2017
Q1 | $58K | Buy |
2,241
+979
| +78% | +$25.1K | ﹤0.01% | 1836 |
|
|
2016
Q4 | $32K | Hold |
1,262
| – | – | ﹤0.01% | 2161 |
|
|
2016
Q3 | $33K | Hold |
1,262
| – | – | ﹤0.01% | 2088 |
|
|
2016
Q2 | $33K | Buy |
1,262
+862
| +216% | +$22.6K | ﹤0.01% | 2023 |
|
|
2016
Q1 | $10K | Buy |
+400
| New | +$10.4K | ﹤0.01% | 1625 |
|
IFP Advisors's IBMK Position: Q1 2023 in Review
IFP Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q1 2023, closing a stake of 7,708 shares — an estimated $195K sold.
IFP Advisors first reported a position in IBMK in Q1 2016 and held it in 24 quarters. The position peaked at $224K in Q4 2020. 0 funds tracked by Wall St. Rank hold IBMK as of Q1 2023.
- IFP Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
- IFP Advisors sold 7,708 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q1 2023, an estimated $195K.
- IFP Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2016 and held it in 24 quarters.
- IFP Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $224K in Q4 2020.
- 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q1 2023.
Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.