PFS
IBMK

Prospera Financial Services’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Prospera Financial Services’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
2017
Q4 		– Sell
-8,000
Closed -$209K – 454
2017
Q3 		$209K Hold
8,000
– – 0.03% 393
2017
Q2 		$208K Hold
8,000
– – 0.03% 386
2017
Q1 		$206K Hold
8,000
– – 0.04% 343
2016
Q4 		$203K Hold
8,000
– – 0.04% 356
2016
Q3 		$211K Buy
+8,000
New +$211K 0.04% 337

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prospera Financial Services's IBMK Position: Q4 2017 in Review

Prospera Financial Services sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2017, closing a stake of 8,000 shares — an estimated $209K sold.

Prospera Financial Services first reported a position in IBMK in Q3 2016 and held it in 5 quarters. The position peaked at $211K in Q3 2016. 62 funds tracked by Wall St. Rank hold IBMK as of Q4 2017.

  • Prospera Financial Services reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Prospera Financial Services sold 8,000 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2017, an estimated $209K.
  • Prospera Financial Services first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2016 and held it in 5 quarters.
  • Prospera Financial Services's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $211K in Q3 2016.
  • 62 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2017.

Based on Prospera Financial Services's 13F filing for Q4 2017, filed 24 Jan 2018.