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IBMM

Atwater Malick’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Atwater Malick’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
-63,260
Closed -$1.65M – 79
2024
Q3 		$1.65M Buy
63,260
+1,922
+3% +$50.1K 0.53% 31
2024
Q2 		$1.6M Sell
61,338
-3,080
-5% -$80K 0.55% 29
2024
Q1 		$1.67M Buy
64,418
+3,928
+6% +$102K 0.59% 30
2023
Q4 		$1.57M Buy
60,490
+4,665
+8% +$120K 0.61% 28
2023
Q3 		$1.43M Buy
55,825
+18,860
+51% +$485K 0.63% 28
2023
Q2 		$952K Buy
36,965
+19,483
+111% +$501K 0.41% 33
2023
Q1 		$452K Buy
17,482
+2,291
+15% +$59.1K 0.21% 40
2022
Q4 		$391K Buy
15,191
+1,365
+10% +$35K 0.19% 43
2022
Q3 		$353K Buy
13,826
+4,632
+50% +$120K 0.2% 41
2022
Q2 		$239K Buy
9,194
+1,165
+15% +$30.1K 0.13% 49
2022
Q1 		$209K Buy
8,029
+416
+5% +$11K 0.1% 56
2021
Q4 		$204K Buy
+7,613
New +$205K 0.09% 56

Other funds holding IBMM

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

Atwater Malick's IBMM Position: Q4 2024 in Review

Atwater Malick sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 63,260 shares — an estimated $1.65M sold.

Atwater Malick first reported a position in IBMM in Q4 2021 and held it in 12 quarters. The position peaked at $1.67M in Q1 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Atwater Malick reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atwater Malick sold 63,260 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $1.65M.
  • Atwater Malick first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2021 and held it in 12 quarters.
  • Atwater Malick's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.67M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Atwater Malick's 13F filing for Q4 2024, filed 15 Jan 2025.