ACIM
IBMM

Azimuth Capital Investment Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Azimuth Capital Investment Management’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
2022
Q3 		– Sell
-108,350
Closed -$2.82M – 315
2022
Q2 		$2.82M Buy
+108,350
New +$2.8M 0.14% 176

Other funds holding IBMM

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Azimuth Capital Investment Management's IBMM Position: Q3 2022 in Review

Azimuth Capital Investment Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2022, closing a stake of 108,350 shares — an estimated $2.82M sold.

Azimuth Capital Investment Management first reported a position in IBMM in Q2 2022 and held it in 1 quarter. The position peaked at $2.82M in Q2 2022. 133 funds tracked by Wall St. Rank hold IBMM as of Q3 2022.

  • Azimuth Capital Investment Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Azimuth Capital Investment Management sold 108,350 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2022, an estimated $2.82M.
  • Azimuth Capital Investment Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 1 quarter.
  • Azimuth Capital Investment Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $2.82M in Q2 2022.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2022.

Based on Azimuth Capital Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.