AF
IBMM

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

Allworth 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
2024
Q4 		– Sell
-16,276
Closed -$425K – 4102
2024
Q3 		$425K Hold
16,276
– – ﹤0.01% 618
2024
Q2 		$424K Sell
16,276
-352
-2% -$9.14K ﹤0.01% 606
2024
Q1 		$431K Hold
16,628
– – ﹤0.01% 581
2023
Q4 		$431K Buy
16,628
+776
+5% +$20K ﹤0.01% 550
2023
Q3 		$407K Hold
15,852
– – ﹤0.01% 535
2023
Q2 		$408K Buy
15,852
+352
+2% +$9.06K ﹤0.01% 544
2023
Q1 		$401K Hold
15,500
– – ﹤0.01% 513
2022
Q4 		$399K Buy
+15,500
New +$398K ﹤0.01% 499

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's IBMM Position: Q4 2024 in Review

Allworth Financial sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 16,276 shares — an estimated $425K sold.

Allworth Financial first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $431K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Allworth Financial reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Allworth Financial sold 16,276 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $425K.
  • Allworth Financial first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
  • Allworth Financial's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $431K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Allworth Financial's 13F filing for Q4 2024, filed 30 Jan 2025.