KCM
IBMK

Kathmere Capital Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Kathmere Capital 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
-8,297
Closed -$215K – 214
2022
Q3 		$215K Sell
8,297
-2,477
-23% -$64.1K 0.04% 148
2022
Q2 		$279K Buy
10,774
+21
+0.2% +$544 0.05% 131
2022
Q1 		$279K Buy
10,753
+17
+0.2% +$442 0.05% 138
2021
Q4 		$280K Buy
10,736
+36
+0.3% +$940 0.05% 114
2021
Q3 		$280K Buy
10,700
+23
+0.2% +$603 0.05% 121
2021
Q2 		$280K Buy
10,677
+24
+0.2% +$631 0.05% 113
2021
Q1 		$281K Buy
10,653
+17
+0.2% +$448 0.06% 110
2020
Q4 		$280K Buy
10,636
+36
+0.3% +$950 0.06% 98
2020
Q3 		$281K Buy
10,600
+28
+0.3% +$742 0.07% 82
2020
Q2 		$279K Buy
10,572
+29
+0.3% +$761 0.08% 88
2020
Q1 		$274K Buy
10,543
+19
+0.2% +$497 0.1% 65
2019
Q4 		$275K Buy
+10,524
New +$275K 0.1% 80

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

Kathmere Capital Management's IBMK Position: Q4 2022 in Review

Kathmere Capital Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 8,297 shares — an estimated $215K sold.

Kathmere Capital Management first reported a position in IBMK in Q4 2019 and held it in 12 quarters. The position peaked at $281K in Q1 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Kathmere Capital Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Kathmere Capital Management sold 8,297 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $215K.
  • Kathmere Capital Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 12 quarters.
  • Kathmere Capital Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $281K 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 Kathmere Capital Management's 13F filing for Q4 2022, filed 24 Jan 2023.