Truist Financial
IBMK

Truist Financial’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Truist Financial’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
-195,712
Closed -$5.07M – 2724
2022
Q3 		$5.07M Sell
195,712
-39,128
-17% -$1.01M 0.01% 781
2022
Q2 		$6.08M Buy
234,840
+67,775
+41% +$1.76M 0.01% 734
2022
Q1 		$4.33M Buy
167,065
+12,307
+8% +$320K 0.01% 937
2021
Q4 		$4.03M Buy
154,758
+8,787
+6% +$229K 0.01% 969
2021
Q3 		$3.82M Buy
145,971
+56,048
+62% +$1.47M 0.01% 989
2021
Q2 		$2.36M Buy
89,923
+27,439
+44% +$722K ﹤0.01% 1201
2021
Q1 		$1.65M Buy
62,484
+25,950
+71% +$684K ﹤0.01% 1331
2020
Q4 		$963K Buy
36,534
+12,045
+49% +$318K ﹤0.01% 1500
2020
Q3 		$649K Buy
24,489
+13,574
+124% +$360K ﹤0.01% 1590
2020
Q2 		$288K Sell
10,915
-4,725
-30% -$124K ﹤0.01% 1973
2020
Q1 		$407K Buy
15,640
+567
+4% +$14.8K ﹤0.01% 1673
2019
Q4 		$394K Buy
+15,073
New +$394K ﹤0.01% 2008

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

Truist Financial's IBMK Position: Q4 2022 in Review

Truist Financial sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 195,712 shares — an estimated $5.07M sold.

Truist Financial first reported a position in IBMK in Q4 2019 and held it in 12 quarters. The position peaked at $6.08M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Truist Financial reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 195,712 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $5.07M.
  • Truist Financial first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 12 quarters.
  • Truist Financial's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $6.08M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.