WHCI
IBMK

W.H. Cornerstone Investments’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

W.H. Cornerstone Investments’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
-8,117
Closed -$210K – 137
2022
Q3 		$210K Buy
+8,117
New +$210K 0.22% 110

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

W.H. Cornerstone Investments's IBMK Position: Q4 2022 in Review

W.H. Cornerstone Investments sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 8,117 shares — an estimated $210K sold.

W.H. Cornerstone Investments first reported a position in IBMK in Q3 2022 and held it in 1 quarter. The position peaked at $210K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • W.H. Cornerstone Investments reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 8,117 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $210K.
  • W.H. Cornerstone Investments first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • W.H. Cornerstone Investments's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $210K 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 W.H. Cornerstone Investments's 13F filing for Q4 2022, filed 2 Feb 2023.