ATPW
IBMM

Ashton Thomas Private Wealth’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Ashton Thomas Private Wealth’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
Q2 		– Sell
-7,785
Closed -$202K – 1937
2024
Q1 		$202K Hold
7,785
– – 0.01% 572
2023
Q4 		$202K Buy
+7,785
New +$201K 0.01% 558

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ashton Thomas Private Wealth's IBMM Position: Q2 2024 in Review

Ashton Thomas Private Wealth sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2024, closing a stake of 7,785 shares — an estimated $202K sold.

Ashton Thomas Private Wealth first reported a position in IBMM in Q4 2023 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 164 funds tracked by Wall St. Rank hold IBMM as of Q2 2024.

  • Ashton Thomas Private Wealth reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 7,785 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2024, an estimated $202K.
  • Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 2 quarters.
  • Ashton Thomas Private Wealth's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $202K in Q1 2024.
  • 164 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2024, filed 7 Aug 2024.