NWM
IBMK

Northcape Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Northcape Wealth Management’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
Q2 		– Sell
-48,909
Closed -$1.27M – 149
2022
Q1 		$1.27M Sell
48,909
-2,502
-5% -$65K 0.37% 71
2021
Q4 		$1.34M Buy
+51,411
New +$1.34M 0.45% 60

Other funds holding IBMK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Northcape Wealth Management's IBMK Position: Q2 2022 in Review

Northcape Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2022, closing a stake of 48,909 shares — an estimated $1.27M sold.

Northcape Wealth Management first reported a position in IBMK in Q4 2021 and held it in 2 quarters. The position peaked at $1.34M in Q4 2021. 143 funds tracked by Wall St. Rank hold IBMK as of Q2 2022.

  • Northcape Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Northcape Wealth Management sold 48,909 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2022, an estimated $1.27M.
  • Northcape Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2021 and held it in 2 quarters.
  • Northcape Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.34M in Q4 2021.
  • 143 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2022.

Based on Northcape Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.