1834 Investment Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

1834 Investment Advisors’s Portfolio IBMM Stock Details IBMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,565	Closed	-$41K	–	473
2022 Q2	$41K	Hold	1,565	–	–	0.01%	280
2022 Q1	$41K	Hold	1,565	–	–	0.01%	261
2021 Q4	$42K	Hold	1,565	–	–	﹤0.01%	273
2021 Q3	$42K	Hold	1,565	–	–	0.01%	278
2021 Q2	$42K	Hold	1,565	–	–	0.01%	284
2021 Q1	$42K	Hold	1,565	–	–	0.01%	278
2020 Q4	$42K	Sell	1,565 -7,205	-82%	-$195K	0.01%	275
2020 Q3	$238K	Buy	8,770 +3,900	+80%	+$106K	0.03%	170
2020 Q2	$131K	Buy	4,870 +2,790	+134%	+$74.3K	0.02%	202
2020 Q1	$54K	Hold	2,080	–	–	0.01%	249
2019 Q4	$55K	Buy	2,080 +875	+73%	+$23.1K	0.01%	270
2019 Q3	$32K	Buy	1,205 +900	+295%	+$23.8K	﹤0.01%	300
2019 Q2	$8K	Buy	+305	New	+$7.94K	﹤0.01%	386

Other funds holding IBMM

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

1834 Investment Advisors's IBMM Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2022, closing a stake of 1,565 shares — an estimated $41K sold.

1834 Investment Advisors first reported a position in IBMM in Q2 2019 and held it in 13 quarters. The position peaked at $238K in Q3 2020. 133 funds tracked by Wall St. Rank hold IBMM as of Q3 2022.

1834 Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 1,565 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2022, an estimated $41K.
1834 Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2019 and held it in 13 quarters.
1834 Investment Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $238K in Q3 2020.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.