MCF Advisors’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
-20,666
Closed -$535K 895
2022
Q3
$535K Buy
20,666
+57
+0.3% +$1.48K 0.06% 97
2022
Q2
$534K Buy
20,609
+52
+0.3% +$1.35K 0.06% 94
2022
Q1
$533K Buy
+20,557
New +$534K 0.05% 103
2021
Q4
Sell
-20,425
Closed -$535K 758
2021
Q3
$535K Sell
20,425
-741
-4% -$19.4K 0.05% 93
2021
Q2
$556K Buy
21,166
+62
+0.3% +$1.63K 0.06% 86
2021
Q1
$556K Buy
21,104
+44
+0.2% +$1.16K 0.06% 81
2020
Q4
$555K Buy
21,060
+94
+0.4% +$2.48K 0.07% 71
2020
Q3
$556K Buy
20,966
+68
+0.3% +$1.8K 0.07% 74
2020
Q2
$552K Buy
20,898
+74
+0.4% +$1.94K 0.08% 65
2020
Q1
$542K Sell
20,824
-1,963
-9% -$51.3K 0.09% 65
2019
Q4
$596K Buy
22,787
+107
+0.5% +$2.8K 0.09% 75
2019
Q3
$593K Buy
22,680
+82
+0.4% +$2.15K 0.1% 75
2019
Q2
$590K Buy
22,598
+86
+0.4% +$2.23K 0.1% 73
2019
Q1
$584K Buy
22,512
+58
+0.3% +$1.5K 0.1% 72
2018
Q4
$575K Sell
22,454
-2,959
-12% -$75.1K 0.11% 68
2018
Q3
$646K Buy
25,413
+2,034
+9% +$51.9K 0.11% 62
2018
Q2
$597K Buy
+23,379
New +$594K 0.11% 59

Other funds holding IBMK

MCF Advisors's IBMK Position: Q4 2022 in Review

MCF Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 20,666 shares — an estimated $535K sold.

MCF Advisors first reported a position in IBMK in Q2 2018 and held it in 17 quarters. The position peaked at $646K in Q3 2018. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • MCF Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • MCF Advisors sold 20,666 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $535K.
  • MCF Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2018 and held it in 17 quarters.
  • MCF Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $646K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on MCF Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.