RFM
IBMK

Royal Fund Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Royal Fund 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
2017
Q3 		– Sell
-101
Closed -$2K – 537
2017
Q2 		$2K Buy
+101
New +$2.63K ﹤0.01% 390

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Royal Fund Management's IBMK Position: Q3 2017 in Review

Royal Fund Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2017, closing a stake of 101 shares — an estimated $2K sold.

Royal Fund Management first reported a position in IBMK in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 49 funds tracked by Wall St. Rank hold IBMK as of Q3 2017.

  • Royal Fund Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Royal Fund Management sold 101 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2017, an estimated $2K.
  • Royal Fund Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2017 and held it in 1 quarter.
  • Royal Fund Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $2K in Q2 2017.
  • 49 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2017.

Based on Royal Fund Management's 13F filing for Q3 2017, filed 7 May 2020.