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

OneDigital Investment 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
2021 Q4	–	Sell	-7,989	Closed	-$209K	–	839
2021 Q3	$209K	Hold	7,989	–	–	0.01%	679
2021 Q2	$210K	Hold	7,989	–	–	0.01%	669
2021 Q1	$210K	Hold	7,989	–	–	0.01%	604
2020 Q4	$211K	Hold	7,989	–	–	0.01%	587
2020 Q3	$211K	Hold	7,989	–	–	0.01%	539
2020 Q2	$212K	Hold	7,989	–	–	0.02%	533
2020 Q1	$210K	Hold	7,989	–	–	0.02%	469
2019 Q4	$209K	Sell	7,989 -7,886	-50%	-$206K	0.02%	512
2019 Q3	$415K	Buy	+15,875	New	+$416K	0.04%	311
2019 Q2	–	Sell	-13,576	Closed	-$351K	–	1295
2019 Q1	$351K	Hold	13,576	–	–	0.05%	209
2018 Q4	$348K	Buy	13,576 +7,886	+139%	+$200K	0.06%	199
2018 Q3	$145K	Hold	5,690	–	–	0.03%	228
2018 Q2	$145K	Hold	5,690	–	–	0.03%	283
2018 Q1	$145K	Hold	5,690	–	–	0.03%	281
2017 Q4	$146K	Buy	+5,690	New	+$147K	0.02%	272

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OneDigital Investment Advisors's IBMK Position: Q4 2021 in Review

OneDigital Investment Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2021, closing a stake of 7,989 shares — an estimated $209K sold.

OneDigital Investment Advisors first reported a position in IBMK in Q4 2017 and held it in 15 quarters. The position peaked at $415K in Q3 2019. 145 funds tracked by Wall St. Rank hold IBMK as of Q4 2021.

OneDigital Investment Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
OneDigital Investment Advisors sold 7,989 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2021, an estimated $209K.
OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2017 and held it in 15 quarters.
OneDigital Investment Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $415K in Q3 2019.
145 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2021.

Based on OneDigital Investment Advisors's 13F filing for Q4 2021, filed 23 Feb 2022.