PTC
IBMK

Private Trust Company’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Private Trust Company’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
-12,505
Closed -$324K – 2314
2022
Q3 		$324K Buy
12,505
+11,672
+1,401% +$302K 0.05% 369
2022
Q2 		$22K Buy
+833
New +$21.6K ﹤0.01% 1209

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

Private Trust Company's IBMK Position: Q4 2022 in Review

Private Trust Company sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 12,505 shares — an estimated $324K sold.

Private Trust Company first reported a position in IBMK in Q2 2022 and held it in 2 quarters. The position peaked at $324K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Private Trust Company reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Private Trust Company sold 12,505 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $324K.
  • Private Trust Company first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2022 and held it in 2 quarters.
  • Private Trust Company's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $324K 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 Private Trust Company's 13F filing for Q4 2022, filed 18 Jan 2023.