APA
IBMM

American Portfolios Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

American Portfolios Advisors’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
Q3 		$1.38M Buy
54,223
+34,388
+173% +$891K 0.06% 330
2022
Q2 		$516K Sell
19,835
-13,075
-40% -$338K 0.02% 644
2022
Q1 		$855K Hold
32,910
– – 0.03% 541
2021
Q4 		$882K Buy
32,910
+810
+3% +$21.8K 0.03% 521
2021
Q3 		$865K Hold
32,100
– – 0.03% 509
2021
Q2 		$866K Buy
32,100
+5,330
+20% +$144K 0.03% 506
2021
Q1 		$723K Hold
26,770
– – 0.03% 518
2020
Q4 		$725K Buy
26,770
+6,980
+35% +$189K 0.04% 445
2020
Q3 		$536K Buy
19,790
+9,690
+96% +$263K 0.03% 462
2020
Q2 		$273K Hold
10,100
– – 0.02% 631
2020
Q1 		$264K Hold
10,100
– – 0.02% 564
2019
Q4 		$267K Buy
10,100
+2,900
+40% +$76.6K 0.02% 635
2019
Q3 		$189K Hold
7,200
– – 0.02% 735
2019
Q2 		$189K Hold
7,200
– – 0.02% 733
2019
Q1 		$187K Hold
7,200
– – 0.02% 666
2018
Q4 		$183K Buy
+7,200
New +$180K 0.02% 534

Other funds holding IBMM

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

American Portfolios Advisors's IBMM Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) stake by 173% in Q3 2022, buying an estimated $891K and bringing the position to 54,223 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #330.

American Portfolios Advisors first reported a position in IBMM in Q4 2018 and has held it in 16 quarters since. 133 funds tracked by Wall St. Rank hold IBMM as of Q3 2022.

  • American Portfolios Advisors held 54,223 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $1.38M as of Q3 2022.
  • American Portfolios Advisors bought 34,388 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2022, an estimated $891K.
  • iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.06% of American Portfolios Advisors's portfolio in Q3 2022, its #330 holding.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2018 and has held it in 16 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.