AWM
IBMM

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

Apollon 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
Q4 		– Sell
-10,100
Closed -$264K – 1282
2024
Q3 		$264K Sell
10,100
-6,000
-37% -$156K 0.01% 954
2024
Q2 		$419K Sell
16,100
-10,000
-38% -$260K 0.01% 746
2024
Q1 		$677K Hold
26,100
– – 0.02% 588
2023
Q4 		$677K Sell
26,100
-3,345
-11% -$86.3K 0.02% 575
2023
Q3 		$756K Sell
29,445
-3,655
-11% -$94.1K 0.04% 440
2023
Q2 		$853K Buy
33,100
+6,000
+22% +$154K 0.04% 437
2023
Q1 		$701K Hold
27,100
– – 0.04% 428
2022
Q4 		$698K Sell
27,100
-21,300
-44% -$547K 0.05% 403
2022
Q3 		$1.23M Sell
48,400
-1,400
-3% -$36.3K 0.1% 213
2022
Q2 		$1.29M Hold
49,800
– – 0.11% 209
2022
Q1 		$1.29M Hold
49,800
– – 0.09% 228
2021
Q4 		$1.33M Buy
49,800
+3,000
+6% +$80.6K 0.1% 227
2021
Q3 		$1.26M Buy
+46,800
New +$1.26M 0.17% 118

Other funds holding IBMM

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

Apollon Wealth Management's IBMM Position: Q4 2024 in Review

Apollon Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 10,100 shares — an estimated $264K sold.

Apollon Wealth Management first reported a position in IBMM in Q3 2021 and held it in 13 quarters. The position peaked at $1.33M in Q4 2021. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Apollon Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 10,100 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $264K.
  • Apollon Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2021 and held it in 13 quarters.
  • Apollon Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.33M in Q4 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.