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

LifeSteps 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
2020 Q2	–	Sell	-66,357	Closed	-$1.73M	–	80
2020 Q1	$1.73M	Buy	66,357 +4,139	+7%	+$108K	1.99%	16
2019 Q4	$1.63M	Buy	+62,218	New	+$1.63M	1.54%	19

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LifeSteps Financial's IBMK Position: Q2 2020 in Review

LifeSteps Financial sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2020, closing a stake of 66,357 shares — an estimated $1.73M sold.

LifeSteps Financial first reported a position in IBMK in Q4 2019 and held it in 2 quarters. The position peaked at $1.73M in Q1 2020. 128 funds tracked by Wall St. Rank hold IBMK as of Q2 2020.

LifeSteps Financial reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
LifeSteps Financial sold 66,357 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2020, an estimated $1.73M.
LifeSteps Financial first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 2 quarters.
LifeSteps Financial's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.73M in Q1 2020.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2020.

Based on LifeSteps Financial's 13F filing for Q2 2020, filed 5 Aug 2020.