OMC
IBMK

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

Old Mission 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
Q3 		– Sell
-14,288
Closed -$370K – 1578
2022
Q2 		$370K Buy
+14,288
New +$370K 0.01% 880
2022
Q1 		– Sell
-25,072
Closed -$653K – 1691
2021
Q4 		$653K Buy
+25,072
New +$655K 0.03% 554

Other funds holding IBMK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Old Mission Capital's IBMK Position: Q3 2022 in Review

Old Mission Capital sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 14,288 shares — an estimated $370K sold.

Old Mission Capital first reported a position in IBMK in Q4 2021 and held it in 2 quarters. The position peaked at $653K in Q4 2021. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

  • Old Mission Capital reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Old Mission Capital sold 14,288 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $370K.
  • Old Mission Capital first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2021 and held it in 2 quarters.
  • Old Mission Capital's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $653K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on Old Mission Capital's 13F filing for Q3 2022, filed 14 Nov 2022.