Advisornet Financial’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Advisornet Financial’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
2023 Q2	–	Sell	-262	Closed	-$6.78K	–	2545
2023 Q1	$6.78K	Buy	262 +99	+61%	+$2.56K	﹤0.01%	1408
2022 Q4	$4.2K	Hold	163	–	–	﹤0.01%	1501
2022 Q3	$4K	Sell	163 -487	-75%	-$12.6K	﹤0.01%	1586
2022 Q2	$17K	Buy	650 +395	+155%	+$10.2K	﹤0.01%	1199
2022 Q1	$7K	Buy	+255	New	+$6.72K	﹤0.01%	1555
2020 Q2	–	Sell	-350	Closed	-$9K	–	2021
2020 Q1	$9K	Sell	350 -250	-42%	-$6.61K	﹤0.01%	1309
2019 Q4	$16K	Buy	600 +200	+50%	+$5.28K	﹤0.01%	1262
2019 Q3	$11K	Hold	400	–	–	﹤0.01%	1364
2019 Q2	$11K	Hold	400	–	–	﹤0.01%	1217
2019 Q1	$10K	Hold	400	–	–	﹤0.01%	1192
2018 Q4	$10K	Hold	400	–	–	﹤0.01%	1101
2018 Q3	$10K	Hold	400	–	–	﹤0.01%	1136
2018 Q2	$10K	Buy	+400	New	+$10K	﹤0.01%	1152

Other funds holding IBMM

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Advisornet Financial's IBMM Position: Q2 2023 in Review

Advisornet Financial sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2023, closing a stake of 262 shares — an estimated $6.78K sold.

Advisornet Financial first reported a position in IBMM in Q2 2018 and held it in 13 quarters. The position peaked at $17K in Q2 2022. 152 funds tracked by Wall St. Rank hold IBMM as of Q2 2023.

Advisornet Financial reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Advisornet Financial sold 262 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2023, an estimated $6.78K.
Advisornet Financial first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2018 and held it in 13 quarters.
Advisornet Financial's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $17K in Q2 2022.
152 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.