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Aspect Partners’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Aspect Partners’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-771
Closed -$19.7K – 561
2023
Q4 		$19.7K Buy
+771
New +$18.9K 0.01% 177

Other funds holding IBMR

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Aspect Partners's IBMR Position: Q1 2024 in Review

Aspect Partners sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q1 2024, closing a stake of 771 shares — an estimated $19.7K sold.

Aspect Partners first reported a position in IBMR in Q4 2023 and held it in 1 quarter. The position peaked at $19.7K in Q4 2023. 48 funds tracked by Wall St. Rank hold IBMR as of Q1 2024.

  • Aspect Partners reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Aspect Partners sold 771 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2024, an estimated $19.7K.
  • Aspect Partners first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and held it in 1 quarter.
  • Aspect Partners's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $19.7K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2024.

Based on Aspect Partners's 13F filing for Q1 2024, filed 17 May 2024.