WI
IBMK

WrapManager Inc’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

WrapManager Inc’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
-13,084
Closed -$343K – 335
2021
Q3 		$343K Sell
13,084
-102
-0.8% -$2.67K 0.09% 216
2021
Q2 		$346K Hold
13,186
– – 0.09% 219
2021
Q1 		$347K Sell
13,186
-268
-2% -$7.07K 0.1% 197
2020
Q4 		$355K Sell
13,454
-5,232
-28% -$138K 0.1% 184
2020
Q3 		$495K Sell
18,686
-110
-0.6% -$2.91K 0.17% 138
2020
Q2 		$497K Buy
18,796
+3,918
+26% +$103K 0.18% 134
2020
Q1 		$387K Sell
14,878
-5,065
-25% -$132K 0.17% 133
2019
Q4 		$522K Sell
19,943
-1,313
-6% -$34.4K 0.16% 134
2019
Q3 		$556K Sell
21,256
-537
-2% -$14.1K 0.18% 132
2019
Q2 		$569K Sell
21,793
-226
-1% -$5.87K 0.18% 134
2019
Q1 		$571K Sell
22,019
-1,134
-5% -$29.2K 0.19% 132
2018
Q4 		$593K Buy
23,153
+1,320
+6% +$33.5K 0.21% 126
2018
Q3 		$555K Hold
21,833
– – 0.18% 134
2018
Q2 		$557K Buy
+21,833
New +$555K 0.19% 142

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 $2.44B AUM 23.07% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
LPL Financial
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

WrapManager Inc's IBMK Position: Q4 2021 in Review

WrapManager Inc sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2021, closing a stake of 13,084 shares — an estimated $343K sold.

WrapManager Inc first reported a position in IBMK in Q2 2018 and held it in 14 quarters. The position peaked at $593K in Q4 2018. 145 funds tracked by Wall St. Rank hold IBMK as of Q4 2021.

  • WrapManager Inc reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • WrapManager Inc sold 13,084 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2021, an estimated $343K.
  • WrapManager Inc first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2018 and held it in 14 quarters.
  • WrapManager Inc's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $593K in Q4 2018.
  • 145 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2021.

Based on WrapManager Inc's 13F filing for Q4 2021, filed 7 Feb 2022.