WQ
IBMK

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

Wealth Quarterback’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
2021
Q3 		$8K Sell
287
-188
-40% -$4.93K 0.01% 522
2021
Q2 		$13K Buy
+475
New +$12.5K 0.01% 427
2020
Q2 		– Sell
-683
Closed -$17.8K – 860
2020
Q1 		$17.8K Hold
683
– – 0.02% 361
2019
Q4 		$17.9K Buy
+683
New +$17.9K 0.02% 375

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Quarterback's IBMK Position: Q3 2021 in Review

Wealth Quarterback reduced its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) stake by 40% in Q3 2021, selling an estimated $4.93K and leaving 287 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #522.

Wealth Quarterback first reported a position in IBMK in Q4 2019 and has held it in 4 quarters since. The position peaked at $17.9K in Q4 2019. 151 funds tracked by Wall St. Rank hold IBMK as of Q3 2021.

  • Wealth Quarterback held 287 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $8K as of Q3 2021.
  • Wealth Quarterback sold 188 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2021, an estimated $4.93K.
  • iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #522 holding.
  • Wealth Quarterback first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $17.9K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.