SPIA
IBMK

Steward Partners Investment Advisory’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Steward Partners Investment Advisory’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
-1,948
Closed -$50K – 3497
2022
Q3 		$50K Hold
1,948
– – ﹤0.01% 1794
2022
Q2 		$50K Hold
1,948
– – ﹤0.01% 1816
2022
Q1 		$50K Hold
1,948
– – ﹤0.01% 1921
2021
Q4 		$51K Hold
1,948
– – ﹤0.01% 1902
2021
Q3 		$51K Sell
1,948
-655
-25% -$17.2K ﹤0.01% 1891
2021
Q2 		$68K Hold
2,603
– – ﹤0.01% 2774
2021
Q1 		$68.5K Hold
2,603
– – ﹤0.01% 1826
2020
Q4 		$69K Hold
2,603
– – ﹤0.01% 1523
2020
Q3 		$69K Hold
2,603
– – ﹤0.01% 1363
2020
Q2 		$69K Hold
2,603
– – ﹤0.01% 1286
2020
Q1 		$67K Buy
2,603
+5
+0.2% +$131 ﹤0.01% 1161
2019
Q4 		$67K Hold
2,598
– – ﹤0.01% 1279
2019
Q3 		$67K Hold
2,598
– – ﹤0.01% 1236
2019
Q2 		$67K Buy
+2,598
New +$67.4K ﹤0.01% 1224

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Steward Partners Investment Advisory's IBMK Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 1,948 shares — an estimated $50K sold.

Steward Partners Investment Advisory first reported a position in IBMK in Q2 2019 and held it in 14 quarters. The position peaked at $69K in Q4 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,948 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $50K.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2019 and held it in 14 quarters.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $69K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.