AP
IBMM

Aspect Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Aspect Partners’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
-744
Closed -$19.4K – 623
2024
Q3 		$19.4K Hold
744
– – 0.01% 197
2024
Q2 		$19.4K Hold
744
– – 0.01% 187
2024
Q1 		$19.3K Hold
744
– – 0.02% 186
2023
Q4 		$19.3K Buy
+744
New +$19.2K 0.01% 183

Other funds holding IBMM

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

Aspect Partners's IBMM Position: Q4 2024 in Review

Aspect Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 744 shares — an estimated $19.4K sold.

Aspect Partners first reported a position in IBMM in Q4 2023 and held it in 4 quarters. The position peaked at $19.4K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Aspect Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Aspect Partners sold 744 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $19.4K.
  • Aspect Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • Aspect Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $19.4K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Aspect Partners's 13F filing for Q4 2024, filed 3 Feb 2025.