SIS
IBMK

Sound Income Strategies’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-26
Closed -$1K – 813
2018
Q1 		$1K Buy
+26
New +$665 ﹤0.01% 562

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Sound Income Strategies's IBMK Position: Q2 2018 in Review

Sound Income Strategies sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2018, closing a stake of 26 shares — an estimated $1K sold.

Sound Income Strategies first reported a position in IBMK in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 75 funds tracked by Wall St. Rank hold IBMK as of Q2 2018.

  • Sound Income Strategies reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Sound Income Strategies sold 26 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2018, an estimated $1K.
  • Sound Income Strategies first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2018 and held it in 1 quarter.
  • Sound Income Strategies's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1K in Q1 2018.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2018.

Based on Sound Income Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.