JFA
IBMK

JNBA Financial Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

JNBA Financial 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
-2,577
Closed -$67K – 712
2022
Q3 		$67K Hold
2,577
– – 0.01% 253
2022
Q2 		$67K Hold
2,577
– – 0.01% 255
2022
Q1 		$67K Hold
2,577
– – 0.01% 260
2021
Q4 		$67K Hold
2,577
– – 0.01% 272
2021
Q3 		$67K Hold
2,577
– – 0.01% 263
2021
Q2 		$68K Sell
2,577
-762
-23% -$20K 0.01% 261
2021
Q1 		$88K Hold
3,339
– – 0.01% 230
2020
Q4 		$88K Buy
+3,339
New +$88.2K 0.01% 216

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

JNBA Financial Advisors's IBMK Position: Q4 2022 in Review

JNBA Financial Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 2,577 shares — an estimated $67K sold.

JNBA Financial Advisors first reported a position in IBMK in Q4 2020 and held it in 8 quarters. The position peaked at $88K in Q1 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • JNBA Financial Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 2,577 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $67K.
  • JNBA Financial Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2020 and held it in 8 quarters.
  • JNBA Financial Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $88K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on JNBA Financial Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.