Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q3	–	Sell	-140,722	Closed	-$3.65M	–	504
2022 Q2	$3.65M	Sell	140,722 -38,777	-22%	-$1M	0.15%	109
2022 Q1	$4.64M	Sell	179,499 -101,737	-36%	-$2.64M	0.19%	96
2021 Q4	$7.33M	Buy	281,236 +7,255	+3%	+$189K	0.26%	91
2021 Q3	$7.17M	Buy	273,981 +14,966	+6%	+$392K	0.28%	86
2021 Q2	$6.8M	Buy	259,015 +15,197	+6%	+$400K	0.27%	83
2021 Q1	$6.42M	Buy	243,818 +28,374	+13%	+$748K	0.28%	82
2020 Q4	$5.68M	Buy	215,444 +74,918	+53%	+$1.98M	0.27%	84
2020 Q3	$3.72M	Buy	140,526 +112,446	+400%	+$2.98M	0.2%	96
2020 Q2	$742K	Buy	28,080 +4,684	+20%	+$123K	0.05%	188
2020 Q1	$608K	Buy	23,396 +3,776	+19%	+$98.8K	0.05%	199
2019 Q4	$513K	Buy	19,620 +6,057	+45%	+$158K	0.03%	244
2019 Q3	$355K	Buy	13,563 +3,726	+38%	+$97.6K	0.02%	282
2019 Q2	$257K	Hold	9,837	–	–	0.02%	345
2019 Q1	$255K	Buy	+9,837	New	+$254K	0.02%	339

Other funds holding IBMK

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

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

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

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IBMK Position: Q3 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 140,722 shares — an estimated $3.65M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IBMK in Q1 2019 and held it in 14 quarters. The position peaked at $7.33M in Q4 2021. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 140,722 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $3.65M.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2019 and held it in 14 quarters.
Wilbanks Smith & Thomas Asset Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $7.33M in Q4 2021.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2022, filed 31 Oct 2022.