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IBMK

NewEdge Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

NewEdge Advisors’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
-383,231
Closed -$9.93M – 4274
2022
Q3 		$9.93M Buy
383,231
+92,789
+32% +$2.4M 0.16% 143
2022
Q2 		$7.53M Buy
290,442
+259,308
+833% +$6.72M 0.12% 173
2022
Q1 		$807K Buy
31,134
+20,404
+190% +$530K 0.01% 706
2021
Q4 		$280K Sell
10,730
-815
-7% -$21.3K ﹤0.01% 1364
2021
Q3 		$302K Sell
11,545
-92
-0.8% -$2.41K 0.01% 900
2021
Q2 		$306K Sell
11,637
-479
-4% -$12.6K 0.01% 894
2021
Q1 		$319K Sell
12,116
-1,952
-14% -$51.5K 0.01% 786
2020
Q4 		$371K Sell
14,068
-700
-5% -$18.5K 0.01% 703
2020
Q3 		$391K Buy
14,768
+277
+2% +$7.34K 0.01% 645
2020
Q2 		$383K Sell
14,491
-18,538
-56% -$486K 0.02% 608
2020
Q1 		$859K Sell
33,029
-124,063
-79% -$3.25M 0.04% 341
2019
Q4 		$4.11M Buy
157,092
+14,376
+10% +$376K 0.16% 143
2019
Q3 		$3.73M Buy
142,716
+5,872
+4% +$154K 0.17% 137
2019
Q2 		$3.57M Buy
136,844
+25,855
+23% +$671K 0.22% 116
2019
Q1 		$2.88M Buy
110,989
+63,077
+132% +$1.63M 0.19% 131
2018
Q4 		$1.23K Buy
47,912
+23,909
+100% +$607K 0.08% 221
2018
Q3 		$610K Buy
24,003
+1,150
+5% +$29.4K 0.05% 318
2018
Q2 		$582 Buy
22,853
+13,634
+148% +$347K 0.05% 287
2018
Q1 		$235K Buy
+9,219
New +$236K 0.03% 420

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

NewEdge Advisors's IBMK Position: Q4 2022 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 383,231 shares — an estimated $9.93M sold.

NewEdge Advisors first reported a position in IBMK in Q1 2018 and held it in 19 quarters. The position peaked at $9.93M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • NewEdge Advisors sold 383,231 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $9.93M.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2018 and held it in 19 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $9.93M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on NewEdge Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.