AWS
IBMM

AJ Wealth Strategies’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

AJ Wealth Strategies’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
-38,806
Closed -$1M – 310
2023
Q1 		$1M Sell
38,806
-1,267
-3% -$32.7K 0.05% 124
2022
Q4 		$1.03M Hold
40,073
– – 0.05% 135
2022
Q3 		$1.02M Hold
40,073
– – 0.06% 127
2022
Q2 		$1.04M Buy
+40,073
New +$1.04M 0.05% 122

Other funds holding IBMM

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AJ Wealth Strategies's IBMM Position: Q2 2023 in Review

AJ Wealth Strategies sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2023, closing a stake of 38,806 shares — an estimated $1M sold.

AJ Wealth Strategies first reported a position in IBMM in Q2 2022 and held it in 4 quarters. The position peaked at $1.04M in Q2 2022. 152 funds tracked by Wall St. Rank hold IBMM as of Q2 2023.

  • AJ Wealth Strategies reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 38,806 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2023, an estimated $1M.
  • AJ Wealth Strategies first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 4 quarters.
  • AJ Wealth Strategies's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.04M 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 AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.