Palladium Partners’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Palladium Partners’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 Q2	–	Sell	-13,525	Closed	-$356K	–	291
2021 Q1	$356K	Sell	13,525 -435	-3%	-$11.5K	0.02%	229
2020 Q4	$368K	Buy	13,960 +835	+6%	+$22K	0.02%	209
2020 Q3	$348K	Buy	13,125 +480	+4%	+$12.7K	0.02%	202
2020 Q2	$334K	Sell	12,645 -135	-1%	-$3.54K	0.02%	202
2020 Q1	$332K	Sell	12,780 -345	-3%	-$9.03K	0.03%	197
2019 Q4	$343K	Buy	+13,125	New	+$343K	0.02%	216
2019 Q3	–	Sell	-12,045	Closed	-$315K	–	277
2019 Q2	$315K	Buy	+12,045	New	+$313K	0.02%	222

Other funds holding IBMK

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WSTAM

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

RJFSA

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Palladium Partners's IBMK Position: Q2 2021 in Review

Palladium Partners sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2021, closing a stake of 13,525 shares — an estimated $356K sold.

Palladium Partners first reported a position in IBMK in Q2 2019 and held it in 7 quarters. The position peaked at $368K in Q4 2020. 149 funds tracked by Wall St. Rank hold IBMK as of Q2 2021.

Palladium Partners reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Palladium Partners sold 13,525 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2021, an estimated $356K.
Palladium Partners first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2019 and held it in 7 quarters.
Palladium Partners's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $368K in Q4 2020.
149 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2021.

Based on Palladium Partners's 13F filing for Q2 2021, filed 3 Aug 2021.