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IBMM

Avantax Planning Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Avantax Planning 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
2024
Q4 		– Sell
-19,730
Closed -$515K – 460
2024
Q3 		$515K Sell
19,730
-4,504
-19% -$117K 0.02% 254
2024
Q2 		$631K Buy
24,234
+2,696
+13% +$70K 0.02% 256
2024
Q1 		$559K Buy
21,538
+10,512
+95% +$273K 0.02% 277
2023
Q4 		$286K Sell
11,026
-13,853
-56% -$357K 0.01% 304
2023
Q3 		$639K Sell
24,879
-6,001
-19% -$154K 0.03% 201
2023
Q2 		$795K Hold
30,880
– – 0.03% 187
2023
Q1 		$799K Buy
30,880
+3
+0% +$77 0.03% 195
2022
Q4 		$795K Buy
+30,877
New +$792K 0.03% 191

Other funds holding IBMM

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

Avantax Planning Partners's IBMM Position: Q4 2024 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 19,730 shares — an estimated $515K sold.

Avantax Planning Partners first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $799K in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 19,730 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $515K.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $799K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.