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

IHT 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	-10,311	Closed	-$267K	–	955
2022 Q3	$267K	Buy	10,311 +28	+0.3%	+$725	0.02%	662
2022 Q2	$266K	Buy	10,283 +26	+0.3%	+$674	0.02%	567
2022 Q1	$266K	Sell	10,257 -10,071	-50%	-$262K	0.02%	615
2021 Q4	$530K	Buy	20,328 +89	+0.4%	+$2.32K	0.04%	419
2021 Q3	$530K	Buy	20,239 +10,220	+102%	+$268K	0.04%	409
2021 Q2	$263K	Buy	+10,019	New	+$263K	0.02%	764

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

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

IHT Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 10,311 shares — an estimated $267K sold.

IHT Wealth Management first reported a position in IBMK in Q2 2021 and held it in 6 quarters. The position peaked at $530K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

IHT Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
IHT Wealth Management sold 10,311 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $267K.
IHT Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2021 and held it in 6 quarters.
IHT Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $530K 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 IHT Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.