RWM
IBMK

Rockwood Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Rockwood Wealth 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
Q4 		– Sell
-10,729
Closed -$278K – 77
2022
Q3 		$278K Buy
10,729
+709
+7% +$18.4K 0.09% 55
2022
Q2 		$260K Buy
+10,020
New +$260K 0.12% 58

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

Rockwood Wealth Management's IBMK Position: Q4 2022 in Review

Rockwood Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 10,729 shares — an estimated $278K sold.

Rockwood Wealth Management first reported a position in IBMK in Q2 2022 and held it in 2 quarters. The position peaked at $278K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Rockwood Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 10,729 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $278K.
  • Rockwood Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2022 and held it in 2 quarters.
  • Rockwood Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $278K 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 Rockwood Wealth Management's 13F filing for Q4 2022, filed 20 Jul 2023.