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

Altium 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
2022 Q2	$448K	Sell	17,233 -4,379	-20%	-$113K	0.03%	254
2022 Q1	$562K	Buy	21,612 +1,928	+10%	+$50.8K	0.04%	247
2021 Q4	$528K	Hold	19,684	–	–	0.03%	244
2021 Q3	$530K	Buy	19,684 +1,179	+6%	+$31.9K	0.04%	216
2021 Q2	$499K	Sell	18,505 -561	-3%	-$15.2K	0.04%	226
2021 Q1	$515K	Sell	19,066 -1,801	-9%	-$48.7K	0.04%	213
2020 Q4	$565K	Sell	20,867 -3,997	-16%	-$108K	0.05%	171
2020 Q3	$674K	Buy	24,864 +130	+0.5%	+$3.52K	0.07%	123
2020 Q2	$667K	Sell	24,734 -644	-3%	-$17.1K	0.07%	120
2020 Q1	$664K	Buy	25,378 +1,323	+5%	+$35K	0.09%	111
2019 Q4	$636K	Sell	24,055 -628	-3%	-$16.6K	0.08%	143
2019 Q3	$650K	Buy	24,683 +5,666	+30%	+$150K	0.09%	135
2019 Q2	$499K	Buy	19,017 +2,592	+16%	+$67.5K	0.07%	162
2019 Q1	$426K	Buy	+16,425	New	+$422K	0.07%	178

Other funds holding IBMM

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Altium Wealth Management's IBMM Position: Q2 2022 in Review

Altium Wealth Management reduced its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) stake by 20% in Q2 2022, selling an estimated $113K and leaving 17,233 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #254.

Altium Wealth Management first reported a position in IBMM in Q1 2019 and has held it in 14 quarters since. The position peaked at $674K in Q3 2020. 126 funds tracked by Wall St. Rank hold IBMM as of Q2 2022.

Altium Wealth Management held 17,233 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $448K as of Q2 2022.
Altium Wealth Management sold 4,379 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2022, an estimated $113K.
iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #254 holding.
Altium Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2019 and has held it in 14 quarters since.
Altium Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $674K in Q3 2020.
126 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.