TTWM
IBMK

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

TCV Trust & 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
Q1 		– Sell
-12,875
Closed -$335K – 218
2021
Q4 		$335K Sell
12,875
-3,000
-19% -$78.3K 0.03% 168
2021
Q3 		$415K Hold
15,875
– – 0.05% 148
2021
Q2 		$417K Hold
15,875
– – 0.05% 145
2021
Q1 		$418K Hold
15,875
– – 0.05% 141
2020
Q4 		$418K Sell
15,875
-1,000
-6% -$26.4K 0.05% 136
2020
Q3 		$447K Sell
16,875
-2,000
-11% -$53K 0.06% 129
2020
Q2 		$498K Sell
18,875
-3,375
-15% -$88.6K 0.07% 122
2020
Q1 		$579K Sell
22,250
-4,000
-15% -$105K 0.1% 108
2019
Q4 		$687K Sell
26,250
-8,000
-23% -$209K 0.08% 110
2019
Q3 		$896K Sell
34,250
-7,000
-17% -$183K 0.12% 101
2019
Q2 		$1.08M Sell
41,250
-8,000
-16% -$208K 0.14% 92
2019
Q1 		$1.28M Sell
49,250
-9,500
-16% -$245K 0.17% 90
2018
Q4 		$1.5M Sell
58,750
-8,000
-12% -$203K 0.22% 84
2018
Q3 		$1.7M Sell
66,750
-3,700
-5% -$94.5K 0.23% 85
2018
Q2 		$1.8M Buy
70,450
+740
+1% +$18.8K 0.25% 83
2018
Q1 		$1.78M Buy
69,710
+1,360
+2% +$34.8K 0.26% 82
2017
Q4 		$1.75M Hold
68,350
– – 0.25% 84
2017
Q3 		$1.78M Buy
68,350
+475
+0.7% +$12.5K 0.26% 78
2017
Q2 		$1.76M Sell
67,875
-750
-1% -$19.5K 0.27% 80
2017
Q1 		$1.77M Sell
68,625
-3,000
-4% -$76.8K 0.27% 79
2016
Q4 		$1.81M Buy
+71,625
New +$1.84M 0.29% 79

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TCV Trust & Wealth Management's IBMK Position: Q1 2022 in Review

TCV Trust & Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q1 2022, closing a stake of 12,875 shares — an estimated $335K sold.

TCV Trust & Wealth Management first reported a position in IBMK in Q4 2016 and held it in 21 quarters. The position peaked at $1.81M in Q4 2016. 140 funds tracked by Wall St. Rank hold IBMK as of Q1 2022.

  • TCV Trust & Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 12,875 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q1 2022, an estimated $335K.
  • TCV Trust & Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2016 and held it in 21 quarters.
  • TCV Trust & Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.81M in Q4 2016.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q1 2022.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.