VF
IBMK

Vista Finance’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Vista Finance’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
-82,731
Closed -$2.14M – 29
2022
Q3 		$2.14M Sell
82,731
-48,294
-37% -$1.25M 2.6% 11
2022
Q2 		$3.4M Buy
+131,025
New +$3.4M 4.44% 11

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

Vista Finance's IBMK Position: Q4 2022 in Review

Vista Finance sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 82,731 shares — an estimated $2.14M sold.

Vista Finance first reported a position in IBMK in Q2 2022 and held it in 2 quarters. The position peaked at $3.4M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Vista Finance reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Vista Finance sold 82,731 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $2.14M.
  • Vista Finance first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2022 and held it in 2 quarters.
  • Vista Finance's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $3.4M 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 Vista Finance's 13F filing for Q4 2022, filed 10 Feb 2023.