MML Investors Services
IBMK

MML Investors Services’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

MML Investors Services’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
-11,844
Closed -$307K – 2249
2022
Q3 		$307K Sell
11,844
-2,148
-15% -$55.6K ﹤0.01% 1667
2022
Q2 		$363K Buy
13,992
+567
+4% +$14.7K ﹤0.01% 1576
2022
Q1 		$348K Buy
13,425
+4,375
+48% +$114K ﹤0.01% 1638
2021
Q4 		$236K Sell
9,050
-11,293
-56% -$295K ﹤0.01% 1831
2021
Q3 		$533K Sell
20,343
-1,852
-8% -$48.5K ﹤0.01% 1310
2021
Q2 		$583K Buy
22,195
+167
+0.8% +$4.39K ﹤0.01% 1248
2021
Q1 		$580K Buy
22,028
+157
+0.7% +$4.14K 0.01% 1192
2020
Q4 		$577K Buy
21,871
+6,023
+38% +$159K 0.01% 1092
2020
Q3 		$420K Sell
15,848
-1,779
-10% -$47.1K 0.01% 1121
2020
Q2 		$466K Buy
+17,627
New +$463K 0.01% 1020

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

MML Investors Services's IBMK Position: Q4 2022 in Review

MML Investors Services sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 11,844 shares — an estimated $307K sold.

MML Investors Services first reported a position in IBMK in Q2 2020 and held it in 10 quarters. The position peaked at $583K in Q2 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • MML Investors Services reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • MML Investors Services sold 11,844 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $307K.
  • MML Investors Services first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2020 and held it in 10 quarters.
  • MML Investors Services's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $583K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on MML Investors Services's 13F filing for Q4 2022, filed 13 Feb 2023.