JWCA
IBMK

J.W. Cole Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

J.W. Cole Advisors’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
-9,596
Closed -$249K – 779
2022
Q3 		$249K Buy
+9,596
New +$248K 0.02% 599

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

J.W. Cole Advisors's IBMK Position: Q4 2022 in Review

J.W. Cole Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 9,596 shares — an estimated $249K sold.

J.W. Cole Advisors first reported a position in IBMK in Q3 2022 and held it in 1 quarter. The position peaked at $249K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • J.W. Cole Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,596 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $249K.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • J.W. Cole Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $249K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on J.W. Cole Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.