WhitTier Trust Company’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

WhitTier Trust Company’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 Q2	–	Sell	-1,027	Closed	-$27K	–	1202
2022 Q1	$27K	Hold	1,027	–	–	﹤0.01%	772
2021 Q4	$27K	Hold	1,027	–	–	﹤0.01%	765
2021 Q3	$27K	Hold	1,027	–	–	﹤0.01%	780
2021 Q2	$27K	Hold	1,027	–	–	﹤0.01%	751
2021 Q1	$27K	Hold	1,027	–	–	﹤0.01%	736
2020 Q4	$27K	Hold	1,027	–	–	﹤0.01%	724
2020 Q3	$27K	Hold	1,027	–	–	﹤0.01%	702
2020 Q2	$27K	Hold	1,027	–	–	﹤0.01%	681
2020 Q1	$27K	Hold	1,027	–	–	﹤0.01%	658
2019 Q4	$27K	Buy	+1,027	New	+$26.9K	﹤0.01%	697

Other funds holding IBMK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WhitTier Trust Company's IBMK Position: Q2 2022 in Review

WhitTier Trust Company sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2022, closing a stake of 1,027 shares — an estimated $27K sold.

WhitTier Trust Company first reported a position in IBMK in Q4 2019 and held it in 10 quarters. The position peaked at $27K in Q1 2022. 143 funds tracked by Wall St. Rank hold IBMK as of Q2 2022.

WhitTier Trust Company reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
WhitTier Trust Company sold 1,027 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2022, an estimated $27K.
WhitTier Trust Company first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 10 quarters.
WhitTier Trust Company's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $27K in Q1 2022.
143 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2022.

Based on WhitTier Trust Company's 13F filing for Q2 2022, filed 28 Jul 2022.