RHP
IBMK

Royal Harbor Partners’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Royal Harbor Partners’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
-22,120
Closed -$573K – 78
2022
Q3 		$573K Buy
+22,120
New +$573K 0.39% 46
2020
Q3 		– Sell
-14,952
Closed -$395K – 90
2020
Q2 		$395K Sell
14,952
-5,077
-25% -$133K 0.39% 65
2020
Q1 		$521K Buy
20,029
+4,482
+29% +$117K 0.6% 52
2019
Q4 		$407K Buy
+15,547
New +$407K 0.39% 43

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

Royal Harbor Partners's IBMK Position: Q4 2022 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 22,120 shares — an estimated $573K sold.

Royal Harbor Partners first reported a position in IBMK in Q4 2019 and held it in 4 quarters. The position peaked at $573K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Royal Harbor Partners reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Royal Harbor Partners sold 22,120 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $573K.
  • Royal Harbor Partners first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 4 quarters.
  • Royal Harbor Partners's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $573K 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 Royal Harbor Partners's 13F filing for Q4 2022, filed 24 Jan 2023.