PIMG
IBMK

Patriot Investment Management Group’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Patriot Investment Management Group’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
2020
Q3 		– Sell
-1,930
Closed -$51K – 685
2020
Q2 		$51K Buy
+1,930
New +$50.6K 0.01% 327

Other funds holding IBMK

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Investment Management Group's IBMK Position: Q3 2020 in Review

Patriot Investment Management Group sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2020, closing a stake of 1,930 shares — an estimated $51K sold.

Patriot Investment Management Group first reported a position in IBMK in Q2 2020 and held it in 1 quarter. The position peaked at $51K in Q2 2020. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2020.

  • Patriot Investment Management Group reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 1,930 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2020, an estimated $51K.
  • Patriot Investment Management Group first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $51K in Q2 2020.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.