LF
IBMK

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

Lee 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
-10,183
Closed -$264K – 1005
2022
Q3 		$264K Hold
10,183
– – 0.05% 127
2022
Q2 		$264K Hold
10,183
– – 0.05% 130
2022
Q1 		$264K Hold
10,183
– – 0.05% 131
2021
Q4 		$265K Hold
10,183
– – 0.05% 129
2021
Q3 		$267K Hold
10,183
– – 0.06% 118
2021
Q2 		$267K Hold
10,183
– – 0.06% 119
2021
Q1 		$268K Hold
10,183
– – 0.06% 119
2020
Q4 		$268K Hold
10,183
– – 0.07% 112
2020
Q3 		$270K Hold
10,183
– – 0.08% 109
2020
Q2 		$269K Hold
10,183
– – 0.07% 104
2020
Q1 		$265K Hold
10,183
– – 0.09% 92
2019
Q4 		$266K Hold
10,183
– – 0.06% 111
2019
Q3 		$266K Hold
10,183
– – 0.06% 108
2019
Q2 		$266K Hold
10,183
– – 0.06% 116
2019
Q1 		$264K Hold
10,183
– – 0.06% 115
2018
Q4 		$261K Hold
10,183
– – 0.07% 102
2018
Q3 		$259K Hold
10,183
– – 0.06% 110
2018
Q2 		$260K Buy
+10,183
New +$259K 0.06% 137

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

Lee Financial's IBMK Position: Q4 2022 in Review

Lee Financial sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 10,183 shares — an estimated $264K sold.

Lee Financial first reported a position in IBMK in Q2 2018 and held it in 18 quarters. The position peaked at $270K in Q3 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Lee Financial reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 10,183 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $264K.
  • Lee Financial first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2018 and held it in 18 quarters.
  • Lee Financial's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $270K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.