5L
IBMM

55I LLC’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

55I LLC’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
Q1 		– Sell
-9,168
Closed -$246K – 550
2021
Q4 		$246K Sell
9,168
-216
-2% -$5.8K 0.01% 452
2021
Q3 		$253K Buy
9,384
+463
+5% +$12.5K 0.01% 422
2021
Q2 		$241K Buy
8,921
+648
+8% +$17.5K 0.01% 360
2021
Q1 		$223K Buy
+8,273
New +$224K 0.01% 286

Other funds holding IBMM

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

55I LLC's IBMM Position: Q1 2022 in Review

55I LLC sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2022, closing a stake of 9,168 shares — an estimated $246K sold.

55I LLC first reported a position in IBMM in Q1 2021 and held it in 4 quarters. The position peaked at $253K in Q3 2021. 104 funds tracked by Wall St. Rank hold IBMM as of Q1 2022.

  • 55I LLC reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • 55I LLC sold 9,168 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2022, an estimated $246K.
  • 55I LLC first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2021 and held it in 4 quarters.
  • 55I LLC's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $253K in Q3 2021.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2022.

Based on 55I LLC's 13F filing for Q1 2022, filed 11 May 2022.