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

Spire Wealth 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
2022 Q4	–	Sell	-120,964	Closed	-$3.13M	–	2437
2022 Q3	$3.13M	Sell	120,964 -33,645	-22%	-$871K	0.19%	111
2022 Q2	$4.01M	Sell	154,609 -65,857	-30%	-$1.71M	0.17%	134
2022 Q1	$5.71M	Sell	220,466 -6,556	-3%	-$170K	0.15%	142
2021 Q4	$5.92M	Buy	227,022 +5,345	+2%	+$140K	0.13%	158
2021 Q3	$5.8M	Sell	221,677 -7,567	-3%	-$198K	0.15%	152
2021 Q2	$6.02M	Sell	229,244 -28,771	-11%	-$757K	0.16%	147
2021 Q1	$6.79M	Buy	+258,015	New	+$6.8M	0.18%	131

Other funds holding IBMK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Spire Wealth Management's IBMK Position: Q4 2022 in Review

Spire Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 120,964 shares — an estimated $3.13M sold.

Spire Wealth Management first reported a position in IBMK in Q1 2021 and held it in 7 quarters. The position peaked at $6.79M in Q1 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Spire Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 120,964 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $3.13M.
Spire Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $6.79M in Q1 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.