AssetMark Inc
IBMM

AssetMark Inc’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

AssetMark Inc’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
-313
Closed -$8.17K – 2685
2024
Q3 		$8.17K Sell
313
-40
-11% -$1.04K ﹤0.01% 1654
2024
Q2 		$9.19K Buy
+353
New +$9.17K ﹤0.01% 1507

Other funds holding IBMM

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

AssetMark Inc's IBMM Position: Q4 2024 in Review

AssetMark Inc sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 313 shares — an estimated $8.17K sold.

AssetMark Inc first reported a position in IBMM in Q2 2024 and held it in 2 quarters. The position peaked at $9.19K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • AssetMark Inc reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • AssetMark Inc sold 313 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $8.17K.
  • AssetMark Inc first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2024 and held it in 2 quarters.
  • AssetMark Inc's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $9.19K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on AssetMark Inc's 13F filing for Q4 2024, filed 6 Feb 2025.