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IBMM

Atria Investments’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Atria Investments’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
-51,178
Closed -$1.34M – 2029
2024
Q3 		$1.34M Buy
51,178
+6,525
+15% +$170K 0.02% 840
2024
Q2 		$1.16M Buy
44,653
+2,750
+7% +$71.4K 0.02% 868
2024
Q1 		$1.09M Buy
+41,903
New +$1.09M 0.02% 918
2023
Q3 		– Sell
-40,594
Closed -$1.05M – 898
2023
Q2 		$1.05M Sell
40,594
-5
-0% -$129 0.02% 804
2023
Q1 		$1.05M Buy
+40,599
New +$1.05M 0.02% 784

Other funds holding IBMM

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

Atria Investments's IBMM Position: Q4 2024 in Review

Atria Investments sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 51,178 shares — an estimated $1.34M sold.

Atria Investments first reported a position in IBMM in Q1 2023 and held it in 5 quarters. The position peaked at $1.34M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Atria Investments reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 51,178 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $1.34M.
  • Atria Investments first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and held it in 5 quarters.
  • Atria Investments's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.34M 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 Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.