SWP
IBMK

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

Stratos Wealth Partners’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
-17,376
Closed -$450K – 1196
2022
Q3 		$450K Buy
17,376
+1
+0% +$26 0.01% 726
2022
Q2 		$450K Sell
17,375
-245
-1% -$6.35K 0.01% 769
2022
Q1 		$457K Buy
17,620
+434
+3% +$11.3K 0.01% 843
2021
Q4 		$448K Hold
17,186
– – 0.01% 848
2021
Q3 		$450K Hold
17,186
– – 0.01% 790
2021
Q2 		$451K Sell
17,186
-1
-0% -$26 0.01% 805
2021
Q1 		$453K Buy
17,187
+247
+1% +$6.51K 0.01% 740
2020
Q4 		$447K Hold
16,940
– – 0.01% 713
2020
Q3 		$449K Hold
16,940
– – 0.01% 656
2020
Q2 		$448K Sell
16,940
-1
-0% -$26 0.02% 639
2020
Q1 		$441K Sell
16,941
-2,000
-11% -$52.3K 0.02% 562
2019
Q4 		$496K Buy
18,941
+3,000
+19% +$78.5K 0.02% 595
2019
Q3 		$417K Buy
15,941
+1,503
+10% +$39.4K 0.02% 624
2019
Q2 		$377K Buy
14,438
+1,009
+8% +$26.2K 0.02% 654
2019
Q1 		$348K Buy
13,429
+506
+4% +$13.1K 0.02% 660
2018
Q4 		$331K Buy
12,923
+1,160
+10% +$29.4K 0.02% 639
2018
Q3 		$299K Buy
11,763
+7
+0.1% +$179 0.01% 706
2018
Q2 		$300K Buy
11,756
+4,006
+52% +$102K 0.01% 751
2018
Q1 		$198K Buy
+7,750
New +$198K 0.01% 904

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

Stratos Wealth Partners's IBMK Position: Q4 2022 in Review

Stratos Wealth Partners sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 17,376 shares — an estimated $450K sold.

Stratos Wealth Partners first reported a position in IBMK in Q1 2018 and held it in 19 quarters. The position peaked at $496K in Q4 2019. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Stratos Wealth Partners reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 17,376 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $450K.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2018 and held it in 19 quarters.
  • Stratos Wealth Partners's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $496K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Stratos Wealth Partners's 13F filing for Q4 2022, filed 19 Jan 2023.