Karn Couzens & Associates’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Karn Couzens & Associates’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 Q1	$338K	Buy	+13,059	New	+$339K	0.21%	63
2021 Q4	–	Sell	-25,400	Closed	-$665K	–	87
2021 Q3	$665K	Hold	25,400	–	–	0.51%	31
2021 Q2	$667K	Hold	25,400	–	–	0.52%	30
2021 Q1	$669K	Hold	25,400	–	–	0.6%	29
2020 Q4	$670K	Buy	+25,400	New	+$671K	0.63%	28

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Karn Couzens & Associates's IBMK Position: Q1 2022 in Review

Karn Couzens & Associates opened a new position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q1 2022: 13,059 shares worth $338K. The stake represents 0.21% of the portfolio and ranks #63 among its holdings. This is a return to the name: Karn Couzens & Associates previously reported a position in IBMK as recently as Q3 2021.

Karn Couzens & Associates first reported a position in IBMK in Q4 2020 and has held it in 5 quarters since. The position peaked at $670K in Q4 2020. 140 funds tracked by Wall St. Rank hold IBMK as of Q1 2022.

Karn Couzens & Associates held 13,059 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $338K as of Q1 2022.
iShares iBonds Dec 2022 Term Muni Bond ETF was a new Karn Couzens & Associates position in Q1 2022.
iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.21% of Karn Couzens & Associates's portfolio in Q1 2022, its #63 holding.
Karn Couzens & Associates first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2020 and has held it in 5 quarters since.
Karn Couzens & Associates's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $670K in Q4 2020.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.