SPA
IBMK

Sentinel Pension Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Sentinel Pension 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
-62,053
Closed -$1.61M – 89
2022
Q3 		$1.61M Sell
62,053
-44,738
-42% -$1.16M 0.56% 30
2022
Q2 		$2.77M Buy
106,791
+9,070
+9% +$235K 0.93% 23
2022
Q1 		$2.53M Sell
97,721
-1,196
-1% -$31.1K 0.86% 26
2021
Q4 		$2.58M Buy
98,917
+1,982
+2% +$51.7K 0.81% 25
2021
Q3 		$2.54M Buy
96,935
+3,070
+3% +$80.5K 0.86% 23
2021
Q2 		$2.46M Buy
93,865
+9,139
+11% +$240K 0.86% 25
2021
Q1 		$2.28M Sell
84,726
-2,572
-3% -$67.8K 0.84% 24
2020
Q4 		$2.3M Sell
87,298
-3,787
-4% -$100K 0.84% 26
2020
Q3 		$2.41M Buy
91,085
+7,790
+9% +$206K 0.93% 24
2020
Q2 		$2.2M Buy
83,295
+3,366
+4% +$88.3K 0.92% 22
2020
Q1 		$2.08M Buy
79,929
+11,016
+16% +$288K 1.01% 22
2019
Q4 		$1.8M Buy
+68,913
New +$1.8M 1.17% 15

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

Sentinel Pension Advisors's IBMK Position: Q4 2022 in Review

Sentinel Pension Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 62,053 shares — an estimated $1.61M sold.

Sentinel Pension Advisors first reported a position in IBMK in Q4 2019 and held it in 12 quarters. The position peaked at $2.77M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Sentinel Pension Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Sentinel Pension Advisors sold 62,053 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.61M.
  • Sentinel Pension Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 12 quarters.
  • Sentinel Pension Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $2.77M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Sentinel Pension Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.