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

SkyOak Wealth’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 Q3	–	Sell	-10,011	Closed	-$263K	–	258
2021 Q2	$263K	Hold	10,011	–	–	0.07%	188
2021 Q1	$264K	Buy	10,011 +2,148	+27%	+$56.6K	0.07%	186
2020 Q4	$207K	Hold	7,863	–	–	0.06%	200
2020 Q3	$208K	Hold	7,863	–	–	0.07%	185
2020 Q2	$208K	Hold	7,863	–	–	0.08%	215
2020 Q1	$205K	Hold	7,863	–	–	0.1%	189
2019 Q4	$206K	Buy	+7,863	New	+$206K	0.06%	285

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SkyOak Wealth's IBMK Position: Q3 2021 in Review

SkyOak Wealth sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2021, closing a stake of 10,011 shares — an estimated $263K sold.

SkyOak Wealth first reported a position in IBMK in Q4 2019 and held it in 7 quarters. The position peaked at $264K in Q1 2021. 151 funds tracked by Wall St. Rank hold IBMK as of Q3 2021.

SkyOak Wealth reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
SkyOak Wealth sold 10,011 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2021, an estimated $263K.
SkyOak Wealth first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 7 quarters.
SkyOak Wealth's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $264K in Q1 2021.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2021.

Based on SkyOak Wealth's 13F filing for Q3 2021, filed 21 Oct 2021.