VNB
IBMK

Virginia National Bank’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Virginia National Bank’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
Q3 		– Sell
-17,045
Closed -$442K – 62
2022
Q2 		$442K Hold
17,045
– – 0.69% 37
2022
Q1 		$442K Buy
+17,045
New +$443K 0.5% 45

Other funds holding IBMK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Virginia National Bank's IBMK Position: Q3 2022 in Review

Virginia National Bank sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 17,045 shares — an estimated $442K sold.

Virginia National Bank first reported a position in IBMK in Q1 2022 and held it in 2 quarters. The position peaked at $442K in Q2 2022. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

  • Virginia National Bank reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Virginia National Bank sold 17,045 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $442K.
  • Virginia National Bank first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2022 and held it in 2 quarters.
  • Virginia National Bank's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $442K in Q2 2022.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on Virginia National Bank's 13F filing for Q3 2022, filed 4 Nov 2022.