LPT
IBMK

Legacy Private Trust’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Legacy Private Trust’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
-143,748
Closed -$3.72M – 235
2022
Q3 		$3.72M Sell
143,748
-7,853
-5% -$203K 0.35% 77
2022
Q2 		$3.93M Buy
151,601
+11,733
+8% +$304K 0.35% 76
2022
Q1 		$3.63M Buy
139,868
+33,476
+31% +$870K 0.28% 82
2021
Q4 		$2.77M Buy
106,392
+42,010
+65% +$1.1M 0.21% 98
2021
Q3 		$1.69M Buy
64,382
+4,159
+7% +$109K 0.14% 114
2021
Q2 		$1.58M Buy
60,223
+24,318
+68% +$639K 0.13% 125
2021
Q1 		$946K Hold
35,905
– – 0.09% 142
2020
Q4 		$946K Hold
35,905
– – 0.09% 134
2020
Q3 		$951K Buy
35,905
+2,600
+8% +$68.9K 0.1% 130
2020
Q2 		$880K Buy
+33,305
New +$874K 0.1% 129

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

Legacy Private Trust's IBMK Position: Q4 2022 in Review

Legacy Private Trust sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 143,748 shares — an estimated $3.72M sold.

Legacy Private Trust first reported a position in IBMK in Q2 2020 and held it in 10 quarters. The position peaked at $3.93M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Legacy Private Trust reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Legacy Private Trust sold 143,748 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $3.72M.
  • Legacy Private Trust first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2020 and held it in 10 quarters.
  • Legacy Private Trust's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $3.93M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Legacy Private Trust's 13F filing for Q4 2022, filed 6 Jan 2023.