Whitegate Investment Counselors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Whitegate Investment Counselors’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 Q4	–	Sell	-19,765	Closed	-$517K	–	220
2021 Q3	$517K	Hold	19,765	–	–	0.07%	154
2021 Q2	$519K	Hold	19,765	–	–	0.07%	158
2021 Q1	$521K	Hold	19,765	–	–	0.08%	149
2020 Q4	$521K	Hold	19,765	–	–	0.08%	146
2020 Q3	$524K	Buy	19,765 +9,750	+97%	+$258K	0.1%	141
2020 Q2	$265K	Buy	10,015 +1,900	+23%	+$49.9K	0.05%	171
2020 Q1	$211K	Hold	8,115	–	–	0.05%	165
2019 Q4	$212K	Buy	+8,115	New	+$212K	0.04%	193

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

Whitegate Investment Counselors's IBMK Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2021, closing a stake of 19,765 shares — an estimated $517K sold.

Whitegate Investment Counselors first reported a position in IBMK in Q4 2019 and held it in 8 quarters. The position peaked at $524K in Q3 2020. 145 funds tracked by Wall St. Rank hold IBMK as of Q4 2021.

Whitegate Investment Counselors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 19,765 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2021, an estimated $517K.
Whitegate Investment Counselors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 8 quarters.
Whitegate Investment Counselors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $524K in Q3 2020.
145 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.