SIC
IBMK

Sigma Investment Counselors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Sigma Investment Counselors’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
-60,460
Closed -$1.57M – 190
2022
Q3 		$1.57M Sell
60,460
-700
-1% -$18.1K 0.13% 85
2022
Q2 		$1.58M Hold
61,160
– – 0.13% 82
2022
Q1 		$1.58M Sell
61,160
-300
-0.5% -$7.79K 0.11% 86
2021
Q4 		$1.6M Hold
61,460
– – 0.11% 85
2021
Q3 		$1.61M Hold
61,460
– – 0.12% 83
2021
Q2 		$1.61M Hold
61,460
– – 0.12% 84
2021
Q1 		$1.62M Hold
61,460
– – 0.13% 82
2020
Q4 		$1.62M Buy
61,460
+26,550
+76% +$701K 0.14% 80
2020
Q3 		$925K Buy
34,910
+13,720
+65% +$363K 0.18% 75
2020
Q2 		$560K Hold
21,190
– – 0.06% 102
2020
Q1 		$551K Buy
21,190
+6,000
+39% +$157K 0.07% 99
2019
Q4 		$397K Buy
15,190
+6,500
+75% +$170K 0.04% 113
2019
Q3 		$227K Buy
+8,690
New +$228K 0.03% 144

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

Sigma Investment Counselors's IBMK Position: Q4 2022 in Review

Sigma Investment Counselors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 60,460 shares — an estimated $1.57M sold.

Sigma Investment Counselors first reported a position in IBMK in Q3 2019 and held it in 13 quarters. The position peaked at $1.62M in Q4 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Sigma Investment Counselors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Sigma Investment Counselors sold 60,460 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $1.57M.
  • Sigma Investment Counselors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2019 and held it in 13 quarters.
  • Sigma Investment Counselors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.62M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Sigma Investment Counselors's 13F filing for Q4 2022, filed 27 Jan 2023.