S
IBMK

SignatureFD’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

SignatureFD’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
2021
Q2 		– Sell
-7,000
Closed -$184K – 3117
2021
Q1 		$184K Buy
+7,000
New +$185K 0.01% 632

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SignatureFD's IBMK Position: Q2 2021 in Review

SignatureFD sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2021, closing a stake of 7,000 shares — an estimated $184K sold.

SignatureFD first reported a position in IBMK in Q1 2021 and held it in 1 quarter. The position peaked at $184K in Q1 2021. 149 funds tracked by Wall St. Rank hold IBMK as of Q2 2021.

  • SignatureFD reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • SignatureFD sold 7,000 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2021, an estimated $184K.
  • SignatureFD first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2021 and held it in 1 quarter.
  • SignatureFD's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $184K in Q1 2021.
  • 149 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2021.

Based on SignatureFD's 13F filing for Q2 2021, filed 26 Jul 2021.