SB
IBMK

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

Simmons Bank’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
2020
Q3 		– Sell
-9,062
Closed -$239K – 349
2020
Q2 		$239K Sell
9,062
-2,832
-24% -$74.3K 0.02% 319
2020
Q1 		$309K Sell
11,894
-720
-6% -$18.8K 0.03% 287
2019
Q4 		$330K Hold
12,614
– – 0.03% 298
2019
Q3 		$330K Hold
12,614
– – 0.03% 297
2019
Q2 		$329K Buy
12,614
+4,852
+63% +$126K 0.03% 305
2019
Q1 		$201K Buy
+7,762
New +$200K 0.02% 369

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simmons Bank's IBMK Position: Q3 2020 in Review

Simmons Bank sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2020, closing a stake of 9,062 shares — an estimated $239K sold.

Simmons Bank first reported a position in IBMK in Q1 2019 and held it in 6 quarters. The position peaked at $330K in Q4 2019. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2020.

  • Simmons Bank reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Simmons Bank sold 9,062 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2020, an estimated $239K.
  • Simmons Bank first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2019 and held it in 6 quarters.
  • Simmons Bank's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $330K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2020.

Based on Simmons Bank's 13F filing for Q3 2020, filed 13 Nov 2020.