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

Tradition 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	-24,051	Closed	-$623K	–	1228
2022 Q3	$623K	Buy	24,051 +6	+0%	+$155	0.09%	136
2022 Q2	$623K	Buy	24,045 +19,287	+405%	+$500K	0.09%	143
2022 Q1	$123K	Sell	4,758 -596	-11%	-$15.5K	0.02%	367
2021 Q4	$140K	Buy	5,354 +8	+0.1%	+$209	0.02%	347
2021 Q3	$140K	Buy	5,346 +4	+0.1%	+$105	0.02%	321
2021 Q2	$140K	Buy	5,342 +5	+0.1%	+$131	0.02%	338
2021 Q1	$141K	Buy	5,337 +2	+0%	+$53	0.02%	281
2020 Q4	$141K	Buy	+5,335	New	+$141K	0.03%	266

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

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

Tradition Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 24,051 shares — an estimated $623K sold.

Tradition Wealth Management first reported a position in IBMK in Q4 2020 and held it in 8 quarters. The position peaked at $623K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Tradition Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 24,051 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $623K.
Tradition Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2020 and held it in 8 quarters.
Tradition Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $623K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

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