RJFSA
IBMK

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

Raymond James Financial Services 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
-234,988
Closed -$6.09M – 3428
2022
Q3 		$6.09M Buy
234,988
+3,548
+2% +$91.9K 0.01% 833
2022
Q2 		$6M Sell
231,440
-5,714
-2% -$148K 0.01% 846
2022
Q1 		$6.15M Sell
237,154
-6,990
-3% -$182K 0.01% 905
2021
Q4 		$6.36M Buy
244,144
+215
+0.1% +$5.61K 0.01% 904
2021
Q3 		$6.39M Buy
243,929
+6,627
+3% +$174K 0.01% 848
2021
Q2 		$6.23M Buy
237,302
+15,825
+7% +$416K 0.01% 870
2021
Q1 		$5.83M Sell
221,477
-15,854
-7% -$418K 0.01% 834
2020
Q4 		$6.26M Buy
237,331
+19,918
+9% +$526K 0.02% 742
2020
Q3 		$5.76M Sell
217,413
-3,910
-2% -$104K 0.02% 700
2020
Q2 		$5.85M Sell
221,323
-26,979
-11% -$708K 0.02% 646
2020
Q1 		$6.46M Sell
248,302
-16,101
-6% -$421K 0.03% 482
2019
Q4 		$6.92M Buy
264,403
+5,375
+2% +$141K 0.02% 623
2019
Q3 		$6.77M Buy
259,028
+9,202
+4% +$241K 0.02% 585
2019
Q2 		$6.53M Buy
249,826
+13,741
+6% +$357K 0.03% 586
2019
Q1 		$6.12M Buy
236,085
+1,735
+0.7% +$44.7K 0.03% 579
2018
Q4 		$6M Buy
234,350
+31,673
+16% +$804K 0.03% 476
2018
Q3 		$5.15M Buy
202,677
+35,972
+22% +$918K 0.02% 641
2018
Q2 		$4.25M Buy
166,705
+19,547
+13% +$497K 0.02% 668
2018
Q1 		$3.75M Buy
147,158
+47,403
+48% +$1.21M 0.02% 667
2017
Q4 		$2.56M Buy
99,755
+22,664
+29% +$586K 0.02% 801
2017
Q3 		$2.01M Buy
77,091
+4,134
+6% +$108K 0.01% 924
2017
Q2 		$1.9M Buy
72,957
+3,853
+6% +$100K 0.01% 914
2017
Q1 		$1.78M Buy
69,104
+54,893
+386% +$1.41M 0.01% 887
2016
Q4 		$360K Buy
+14,211
New +$365K ﹤0.01% 1723

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

Raymond James Financial Services Advisors's IBMK Position: Q4 2022 in Review

Raymond James Financial Services Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 234,988 shares — an estimated $6.09M sold.

Raymond James Financial Services Advisors first reported a position in IBMK in Q4 2016 and held it in 24 quarters. The position peaked at $6.92M in Q4 2019. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Raymond James Financial Services Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 234,988 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $6.09M.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2016 and held it in 24 quarters.
  • Raymond James Financial Services Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $6.92M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.