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IBMM

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

Ausdal Financial 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
2023
Q1 		– Sell
-12,882
Closed -$332K – 476
2022
Q4 		$332K Sell
12,882
-844
-6% -$21.7K 0.05% 318
2022
Q3 		$350K Buy
13,726
+73
+0.5% +$1.89K 0.06% 299
2022
Q2 		$355K Sell
13,653
-10,082
-42% -$261K 0.05% 309
2022
Q1 		$617K Sell
23,735
-173
-0.7% -$4.56K 0.08% 241
2021
Q4 		$641K Buy
23,908
+38
+0.2% +$1.02K 0.09% 242
2021
Q3 		$643K Sell
23,870
-793
-3% -$21.4K 0.1% 237
2021
Q2 		$666K Buy
24,663
+1,166
+5% +$31.5K 0.1% 227
2021
Q1 		$634K Buy
23,497
+1,027
+5% +$27.8K 0.11% 213
2020
Q4 		$609K Sell
22,470
-404
-2% -$10.9K 0.12% 192
2020
Q3 		$620K Buy
22,874
+137
+0.6% +$3.71K 0.15% 160
2020
Q2 		$614K Buy
22,737
+551
+2% +$14.7K 0.2% 123
2020
Q1 		$588K Buy
22,186
+80
+0.4% +$2.11K 0.21% 120
2019
Q4 		$591K Buy
22,106
+8,825
+66% +$233K 0.18% 149
2019
Q3 		$349K Buy
13,281
+1,248
+10% +$33K 0.12% 207
2019
Q2 		$319K Buy
12,033
+2,935
+32% +$76.4K 0.12% 200
2019
Q1 		$236K Buy
9,098
+31
+0.3% +$797 0.1% 228
2018
Q4 		$231K Buy
+9,067
New +$227K 0.11% 206

Other funds holding IBMM

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ausdal Financial Partners's IBMM Position: Q1 2023 in Review

Ausdal Financial Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2023, closing a stake of 12,882 shares — an estimated $332K sold.

Ausdal Financial Partners first reported a position in IBMM in Q4 2018 and held it in 17 quarters. The position peaked at $666K in Q2 2021. 156 funds tracked by Wall St. Rank hold IBMM as of Q1 2023.

  • Ausdal Financial Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 12,882 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2023, an estimated $332K.
  • Ausdal Financial Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2018 and held it in 17 quarters.
  • Ausdal Financial Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $666K in Q2 2021.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2023.

Based on Ausdal Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.