LPL Financial’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-256,505
| Closed | -$6.64M | – | 4627 |
|
|
2022
Q3 | $6.64M | Sell |
256,505
-6,404
| -2% | -$166K | 0.01% | 1186 |
|
|
2022
Q2 | $6.81M | Buy |
262,909
+696
| +0.3% | +$18K | 0.01% | 1188 |
|
|
2022
Q1 | $6.8M | Buy |
262,213
+7,407
| +3% | +$192K | 0.01% | 1254 |
|
|
2021
Q4 | $6.64M | Buy |
254,806
+14,218
| +6% | +$371K | 0.01% | 1269 |
|
|
2021
Q3 | $6.3M | Buy |
240,588
+31,161
| +15% | +$817K | 0.01% | 1236 |
|
|
2021
Q2 | $5.5M | Buy |
209,427
+2,581
| +1% | +$67.9K | 0.01% | 1277 |
|
|
2021
Q1 | $5.45M | Sell |
206,846
-155
| -0.1% | -$4.09K | 0.01% | 1173 |
|
|
2020
Q4 | $5.46M | Buy |
207,001
+3,321
| +2% | +$87.7K | 0.01% | 1068 |
|
|
2020
Q3 | $5.4M | Buy |
203,680
+15,054
| +8% | +$399K | 0.01% | 915 |
|
|
2020
Q2 | $4.98M | Buy |
188,626
+6,519
| +4% | +$171K | 0.01% | 881 |
|
|
2020
Q1 | $4.74M | Sell |
182,107
-7,187
| -4% | -$188K | 0.01% | 778 |
|
|
2019
Q4 | $4.95M | Buy |
189,294
+15,317
| +9% | +$401K | 0.01% | 843 |
|
|
2019
Q3 | $4.55M | Buy |
173,977
+37,406
| +27% | +$980K | 0.01% | 830 |
|
|
2019
Q2 | $3.57M | Buy |
136,571
+11,965
| +10% | +$310K | 0.01% | 934 |
|
|
2019
Q1 | $3.23M | Buy |
124,606
+21,886
| +21% | +$564K | 0.01% | 941 |
|
|
2018
Q4 | $2.63M | Buy |
102,720
+5,711
| +6% | +$145K | 0.01% | 944 |
|
|
2018
Q3 | $2.46M | Buy |
97,009
+15,264
| +19% | +$390K | 0.01% | 1042 |
|
|
2018
Q2 | $2.09M | Buy |
81,745
+28,003
| +52% | +$712K | 0.01% | 1110 |
|
|
2018
Q1 | $1.37M | Buy |
53,742
+6,681
| +14% | +$171K | ﹤0.01% | 1372 |
|
|
2017
Q4 | $1.21M | Buy |
47,061
+804
| +2% | +$20.8K | ﹤0.01% | 1392 |
|
|
2017
Q3 | $1.21M | Buy |
46,257
+4,831
| +12% | +$127K | ﹤0.01% | 1305 |
|
|
2017
Q2 | $1.08M | Buy |
41,426
+6,225
| +18% | +$162K | ﹤0.01% | 1323 |
|
|
2017
Q1 | $905K | Buy |
+35,201
| New | +$902K | 0.01% | 1321 |
|
Other funds holding IBMK
LPL Financial's IBMK Position: Q4 2022 in Review
LPL Financial sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 256,505 shares — an estimated $6.64M sold.
LPL Financial first reported a position in IBMK in Q1 2017 and held it in 23 quarters. The position peaked at $6.81M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.
- LPL Financial reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
- LPL Financial sold 256,505 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $6.64M.
- LPL Financial first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2017 and held it in 23 quarters.
- LPL Financial's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $6.81M 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 LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.