KPWS
IBMK

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

Kestra Private Wealth 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
Q4 		– Sell
-40,336
Closed -$1.04M – 1013
2022
Q3 		$1.04M Sell
40,336
-405
-1% -$10.5K 0.06% 327
2022
Q2 		$1.06M Sell
40,741
-3,434
-8% -$89K 0.06% 339
2022
Q1 		$1.15M Sell
44,175
-19,533
-31% -$507K 0.06% 345
2021
Q4 		$1.66M Buy
63,708
+32,872
+107% +$858K 0.08% 268
2021
Q3 		$807K Buy
30,836
+5,338
+21% +$140K 0.05% 401
2021
Q2 		$670K Buy
25,498
+9,290
+57% +$244K 0.04% 437
2021
Q1 		$427K Sell
16,208
-6,495
-29% -$171K 0.03% 493
2020
Q4 		$599K Buy
22,703
+4,287
+23% +$113K 0.04% 394
2020
Q3 		$488K Buy
+18,416
New +$488K 0.04% 390

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

Kestra Private Wealth Services's IBMK Position: Q4 2022 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 40,336 shares — an estimated $1.04M sold.

Kestra Private Wealth Services first reported a position in IBMK in Q3 2020 and held it in 9 quarters. The position peaked at $1.66M in Q4 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 40,336 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.04M.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2020 and held it in 9 quarters.
  • Kestra Private Wealth Services's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.66M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Kestra Private Wealth Services's 13F filing for Q4 2022, filed 1 Feb 2023.