AWM
IBMM

AE Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

AE Wealth Management’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-29,756
Closed -$771K – 2073
2023
Q4 		$771K Buy
29,756
+19,254
+183% +$499K ﹤0.01% 1250
2023
Q3 		$270K Buy
+10,502
New +$270K ﹤0.01% 1650