IWMPD
IBMK

Integrated Wealth Management (Palm Desert)’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-2,266
Closed -$60K – 1094
2016
Q3 		$60K Buy
2,266
+2,000
+752% +$52.8K 0.02% 382
2016
Q2 		$7K Buy
+266
New +$6.98K ﹤0.01% 861

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IBMK Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2016, closing a stake of 2,266 shares — an estimated $60K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IBMK in Q2 2016 and held it in 2 quarters. The position peaked at $60K in Q3 2016. 36 funds tracked by Wall St. Rank hold IBMK as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,266 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2016, an estimated $60K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $60K in Q3 2016.
  • 36 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.