NC
IBMK

NovaPoint Capital’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

NovaPoint Capital’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
-7,900
Closed -$205K – 128
2022
Q3 		$205K Sell
7,900
-569
-7% -$14.7K 0.09% 119
2022
Q2 		$219K Hold
8,469
– – 0.1% 117
2022
Q1 		$220K Sell
8,469
-2,262
-21% -$58.8K 0.08% 132
2021
Q4 		$280K Hold
10,731
– – 0.1% 111
2021
Q3 		$281K Hold
10,731
– – 0.11% 104
2021
Q2 		$282K Sell
10,731
-700
-6% -$18.4K 0.12% 97
2021
Q1 		$301K Sell
11,431
-190
-2% -$5.01K 0.14% 90
2020
Q4 		$306K Hold
11,621
– – 0.16% 87
2020
Q3 		$308K Hold
11,621
– – 0.2% 77
2020
Q2 		$307K Buy
11,621
+945
+9% +$24.8K 0.23% 69
2020
Q1 		$278K Sell
10,676
-1,339
-11% -$35K 0.25% 66
2019
Q4 		$314K Buy
+12,015
New +$314K 0.25% 84

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

NovaPoint Capital's IBMK Position: Q4 2022 in Review

NovaPoint Capital sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 7,900 shares — an estimated $205K sold.

NovaPoint Capital first reported a position in IBMK in Q4 2019 and held it in 12 quarters. The position peaked at $314K in Q4 2019. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • NovaPoint Capital reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • NovaPoint Capital sold 7,900 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $205K.
  • NovaPoint Capital first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 12 quarters.
  • NovaPoint Capital's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $314K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on NovaPoint Capital's 13F filing for Q4 2022, filed 7 Feb 2023.