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

Azimuth Capital 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 Q1	$4.05M	Sell	155,700 -3,500	-2%	-$92.3K	0.17%	164
2021 Q4	$4.27M	Sell	159,200 -11,000	-6%	-$296K	0.17%	161
2021 Q3	$4.58M	Sell	170,200 -750	-0.4%	-$20.3K	0.2%	148
2021 Q2	$4.61M	Sell	170,950 -2,000	-1%	-$54K	0.2%	153
2021 Q1	$4.67M	Buy	172,950 +42,500	+33%	+$1.15M	0.22%	145
2020 Q4	$3.53M	Buy	+130,450	New	+$3.53M	0.18%	160

Other funds holding IBMM

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Azimuth Capital Management's IBMM Position: Q1 2022 in Review

Azimuth Capital Management reduced its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) stake by 2.2% in Q1 2022, selling an estimated $92.3K and leaving 155,700 shares worth $4.05M. The position accounts for 0.17% of the portfolio, ranked #164.

Azimuth Capital Management first reported a position in IBMM in Q4 2020 and has held it in 6 quarters since. The position peaked at $4.67M in Q1 2021. 104 funds tracked by Wall St. Rank hold IBMM as of Q1 2022.

Azimuth Capital Management held 155,700 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $4.05M as of Q1 2022.
Azimuth Capital Management sold 3,500 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2022, an estimated $92.3K.
iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.17% of Azimuth Capital Management's portfolio in Q1 2022, its #164 holding.
Azimuth Capital Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2020 and has held it in 6 quarters since.
Azimuth Capital Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $4.67M in Q1 2021.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.