SFM
IBMK

Signet Financial Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Signet Financial 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
2018
Q3 		– Sell
-708
Closed -$18K – 1068
2018
Q2 		$18K Hold
708
– – ﹤0.01% 553
2018
Q1 		$18K Buy
+708
New +$18.1K ﹤0.01% 495

Other funds holding IBMK

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HighTower Advisors
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Signet Financial Management's IBMK Position: Q3 2018 in Review

Signet Financial Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2018, closing a stake of 708 shares — an estimated $18K sold.

Signet Financial Management first reported a position in IBMK in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2018. 71 funds tracked by Wall St. Rank hold IBMK as of Q3 2018.

  • Signet Financial Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Signet Financial Management sold 708 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2018, an estimated $18K.
  • Signet Financial Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2018 and held it in 2 quarters.
  • Signet Financial Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $18K in Q2 2018.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2018.

Based on Signet Financial Management's 13F filing for Q3 2018, filed 14 Nov 2018.