RIM
IBMK

Rockbridge Investment Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Rockbridge Investment 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
Q2 		– Sell
-957
Closed -$24.8K – 824
2022
Q1 		$24.8K Hold
957
– – ﹤0.01% 389
2021
Q4 		$25K Hold
957
– – ﹤0.01% 457
2021
Q3 		$25K Hold
957
– – ﹤0.01% 422
2021
Q2 		$25K Hold
957
– – ﹤0.01% 419
2021
Q1 		$25K Hold
957
– – ﹤0.01% 393
2020
Q4 		$25K Hold
957
– – 0.01% 387
2020
Q3 		$25K Hold
957
– – 0.01% 353
2020
Q2 		$25K Buy
+957
New +$25.1K 0.01% 315

Other funds holding IBMK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockbridge Investment Management's IBMK Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2022, closing a stake of 957 shares — an estimated $24.8K sold.

Rockbridge Investment Management first reported a position in IBMK in Q2 2020 and held it in 8 quarters. The position peaked at $25K in Q4 2021. 143 funds tracked by Wall St. Rank hold IBMK as of Q2 2022.

  • Rockbridge Investment Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 957 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2022, an estimated $24.8K.
  • Rockbridge Investment Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $25K in Q4 2021.
  • 143 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.