New Perspectives Inc’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

New Perspectives Inc’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	-10,000	Closed	-$259K	–	24
2022 Q3	$259K	Hold	10,000	–	–	0.22%	17
2022 Q2	$259K	Hold	10,000	–	–	0.21%	17
2022 Q1	$259K	Hold	10,000	–	–	0.19%	20
2021 Q4	$261K	Hold	10,000	–	–	0.18%	20
2021 Q3	$262K	Hold	10,000	–	–	0.19%	20
2021 Q2	$263K	Buy	+10,000	New	+$263K	0.2%	20

Other funds holding IBMK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

New Perspectives Inc's IBMK Position: Q4 2022 in Review

New Perspectives Inc sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 10,000 shares — an estimated $259K sold.

New Perspectives Inc first reported a position in IBMK in Q2 2021 and held it in 6 quarters. The position peaked at $263K in Q2 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

New Perspectives Inc reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
New Perspectives Inc sold 10,000 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $259K.
New Perspectives Inc first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2021 and held it in 6 quarters.
New Perspectives Inc's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $263K 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 New Perspectives Inc's 13F filing for Q4 2022, filed 24 Jan 2023.