PA
IBMK

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

Prism 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
2022
Q4 		– Sell
-31,321
Closed -$811K – 57
2022
Q3 		$811K Hold
31,321
– – 0.33% 35
2022
Q2 		$812K Sell
31,321
-2,197
-7% -$56.9K 0.31% 30
2022
Q1 		$869K Hold
33,518
– – 0.29% 31
2021
Q4 		$873K Hold
33,518
– – 0.29% 30
2021
Q3 		$878K Hold
33,518
– – 0.31% 29
2021
Q2 		$880K Hold
33,518
– – 0.31% 31
2021
Q1 		$883K Hold
33,518
– – 0.32% 29
2020
Q4 		$884K Buy
33,518
+7,909
+31% +$209K 0.33% 28
2020
Q3 		$679K Hold
25,609
– – 0.29% 29
2020
Q2 		$677K Buy
25,609
+2,680
+12% +$70.3K 0.3% 28
2020
Q1 		$596K Buy
+22,929
New +$600K 0.38% 44
2018
Q4 		– Sell
-13,424
Closed -$340K – 58
2018
Q3 		$340K Buy
+13,424
New +$343K 0.2% 43

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

Prism Advisors's IBMK Position: Q4 2022 in Review

Prism Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 31,321 shares — an estimated $811K sold.

Prism Advisors first reported a position in IBMK in Q3 2018 and held it in 12 quarters. The position peaked at $884K in Q4 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Prism Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Prism Advisors sold 31,321 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $811K.
  • Prism Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2018 and held it in 12 quarters.
  • Prism Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $884K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Prism Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.