Wealthstar Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Wealthstar Advisors’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	-11,893	Closed	-$309K	–	96
2022 Q3	$309K	Hold	11,893	–	–	0.15%	74
2022 Q2	$309K	Hold	11,893	–	–	0.12%	73
2022 Q1	$309K	Sell	11,893 -2,869	-19%	-$74.5K	0.11%	77
2021 Q4	$385K	Buy	14,762 +3,826	+35%	+$99.9K	0.13%	59
2021 Q3	$286K	Buy	10,936 +1,909	+21%	+$50K	0.09%	69
2021 Q2	$237K	Buy	+9,027	New	+$237K	0.07%	89
2020 Q1	$225K	Buy	+8,646	New	+$226K	0.16%	46

Other funds holding IBMK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Wealthstar Advisors's IBMK Position: Q4 2022 in Review

Wealthstar Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 11,893 shares — an estimated $309K sold.

Wealthstar Advisors first reported a position in IBMK in Q1 2020 and held it in 7 quarters. The position peaked at $385K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Wealthstar Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Wealthstar Advisors sold 11,893 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $309K.
Wealthstar Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2020 and held it in 7 quarters.
Wealthstar Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $385K in Q4 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Wealthstar Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.