PGAM
IBMK

Princeton Global Asset Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Princeton Global Asset Management’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
-23,265
Closed -$603K – 600
2022
Q3 		$603K Buy
23,265
+6
+0% +$155 0.21% 98
2022
Q2 		$603K Buy
23,259
+1,192
+5% +$30.9K 0.19% 101
2022
Q1 		$572K Buy
22,067
+1,954
+10% +$50.8K 0.16% 109
2021
Q4 		$524K Buy
20,113
+99
+0.5% +$2.58K 0.15% 118
2021
Q3 		$524K Buy
20,014
+5,909
+42% +$155K 0.16% 124
2021
Q2 		$370K Buy
14,105
+1,900
+16% +$50K 0.11% 139
2021
Q1 		$321K Buy
12,205
+1,894
+18% +$49.9K 0.1% 145
2020
Q4 		$272K Buy
10,311
+2,835
+38% +$74.8K 0.1% 147
2020
Q3 		$198K Buy
7,476
+3,695
+98% +$97.9K 0.08% 153
2020
Q2 		$99K Sell
3,781
-592
-14% -$15.5K 0.03% 213
2020
Q1 		$114K Buy
+4,373
New +$114K 0.05% 179

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

Princeton Global Asset Management's IBMK Position: Q4 2022 in Review

Princeton Global Asset Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 23,265 shares — an estimated $603K sold.

Princeton Global Asset Management first reported a position in IBMK in Q1 2020 and held it in 11 quarters. The position peaked at $603K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Princeton Global Asset Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Princeton Global Asset Management sold 23,265 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $603K.
  • Princeton Global Asset Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2020 and held it in 11 quarters.
  • Princeton Global Asset Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $603K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Princeton Global Asset Management's 13F filing for Q4 2022, filed 6 Feb 2023.