LF
IBMK

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

Lantz Financial’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
-16,869
Closed -$437K – 192
2022
Q3 		$437K Hold
16,869
– – 0.23% 102
2022
Q2 		$437K Sell
16,869
-4,776
-22% -$124K 0.2% 106
2022
Q1 		$561K Sell
21,645
-644
-3% -$16.7K 0.23% 98
2021
Q4 		$581K Sell
22,289
-531
-2% -$13.9K 0.27% 87
2021
Q3 		$597K Hold
22,820
– – 0.31% 81
2021
Q2 		$599K Hold
22,820
– – 0.31% 79
2021
Q1 		$601K Sell
22,820
-1,516
-6% -$40K 0.34% 67
2020
Q4 		$641K Buy
+24,336
New +$642K 0.4% 65

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

Lantz Financial's IBMK Position: Q4 2022 in Review

Lantz Financial sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 16,869 shares — an estimated $437K sold.

Lantz Financial first reported a position in IBMK in Q4 2020 and held it in 8 quarters. The position peaked at $641K in Q4 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Lantz Financial reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Lantz Financial sold 16,869 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $437K.
  • Lantz Financial first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2020 and held it in 8 quarters.
  • Lantz Financial's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $641K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Lantz Financial's 13F filing for Q4 2022, filed 23 Jan 2023.