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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-29,756
Closed -$771K – 2078
2023
Q4 		$771K Buy
29,756
+19,254
+183% +$497K ﹤0.01% 1252
2023
Q3 		$270K Buy
+10,502
New +$270K ﹤0.01% 1652

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's IBMM Position: Q1 2024 in Review

AE Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2024, closing a stake of 29,756 shares — an estimated $771K sold.

AE Wealth Management first reported a position in IBMM in Q3 2023 and held it in 2 quarters. The position peaked at $771K in Q4 2023. 161 funds tracked by Wall St. Rank hold IBMM as of Q1 2024.

  • AE Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 29,756 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2024, an estimated $771K.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2023 and held it in 2 quarters.
  • AE Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $771K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.