Kestra Advisory Services’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Kestra Advisory Services’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	–	Sell	-9,376	Closed	-$244K	–	2154
2021 Q4	$244K	Sell	9,376 -4,984	-35%	-$130K	﹤0.01%	1753
2021 Q3	$376K	Sell	14,360 -2,490	-15%	-$65.3K	﹤0.01%	1534
2021 Q2	$442K	Sell	16,850 -1,559	-8%	-$41K	0.01%	1344
2021 Q1	$485K	Buy	18,409 +764	+4%	+$20.1K	0.01%	1209
2020 Q4	$466K	Buy	17,645 +17,514	+13,369%	+$462K	0.01%	1244
2020 Q3	$227K	Buy	+131	New	+$3.47K	﹤0.01%	1235

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 $2.74B AUM 26.51% 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

Kestra Advisory Services's IBMK Position: Q1 2022 in Review

Kestra Advisory Services sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q1 2022, closing a stake of 9,376 shares — an estimated $244K sold.

Kestra Advisory Services first reported a position in IBMK in Q3 2020 and held it in 6 quarters. The position peaked at $485K in Q1 2021. 140 funds tracked by Wall St. Rank hold IBMK as of Q1 2022.

Kestra Advisory Services reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Kestra Advisory Services sold 9,376 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q1 2022, an estimated $244K.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2020 and held it in 6 quarters.
Kestra Advisory Services's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $485K in Q1 2021.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q1 2022.

Based on Kestra Advisory Services's 13F filing for Q1 2022, filed 26 Apr 2022.