Archford Capital Strategies’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,308
| Closed | -$399K | – | 273 |
|
|
2024
Q3 | $399K | Sell |
15,308
-4,882
| -24% | -$127K | 0.06% | 193 |
|
|
2024
Q2 | $526K | Buy |
20,190
+1,815
| +10% | +$47.1K | 0.09% | 175 |
|
|
2024
Q1 | $477K | Buy |
18,375
+776
| +4% | +$20.1K | 0.08% | 184 |
|
|
2023
Q4 | $456K | Buy |
17,599
+3,547
| +25% | +$91.5K | 0.08% | 178 |
|
|
2023
Q3 | $361K | Sell |
14,052
-10,460
| -43% | -$269K | 0.07% | 221 |
|
|
2023
Q2 | $632K | Buy |
24,512
+10,682
| +77% | +$275K | 0.12% | 175 |
|
|
2023
Q1 | $358K | Sell |
13,830
-197
| -1% | -$5.08K | 0.07% | 226 |
|
|
2022
Q4 | $361K | Buy |
14,027
+2,829
| +25% | +$72.6K | 0.08% | 221 |
|
|
2022
Q3 | $286K | Sell |
11,198
-950
| -8% | -$24.6K | 0.07% | 233 |
|
|
2022
Q2 | $316K | Hold |
12,148
| – | – | 0.08% | 224 |
|
|
2022
Q1 | $315K | Buy |
12,148
+2,358
| +24% | +$62.2K | 0.07% | 230 |
|
|
2021
Q4 | $263K | Buy |
9,790
+105
| +1% | +$2.82K | 0.06% | 265 |
|
|
2021
Q3 | $261K | Hold |
9,685
| – | – | 0.06% | 273 |
|
|
2021
Q2 | $261K | Buy |
+9,685
| New | +$262K | 0.07% | 259 |
|
|
2021
Q1 | – | Sell |
-8,298
| Closed | -$225K | – | 284 |
|
|
2020
Q4 | $225K | Buy |
8,298
+394
| +5% | +$10.7K | 0.05% | 255 |
|
|
2020
Q3 | $214K | Sell |
7,904
-561
| -7% | -$15.2K | 0.06% | 242 |
|
|
2020
Q2 | $228K | Buy |
+8,465
| New | +$225K | 0.07% | 231 |
|
Other funds holding IBMM
Archford Capital Strategies's IBMM Position: Q4 2024 in Review
Archford Capital Strategies sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 15,308 shares — an estimated $399K sold.
Archford Capital Strategies first reported a position in IBMM in Q2 2020 and held it in 17 quarters. The position peaked at $632K in Q2 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.
- Archford Capital Strategies reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
- Archford Capital Strategies sold 15,308 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $399K.
- Archford Capital Strategies first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2020 and held it in 17 quarters.
- Archford Capital Strategies's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $632K in Q2 2023.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.
Based on Archford Capital Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.