BWFA
IBMM

Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Baltimore-Washington Financial Advisors’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
-10,174
Closed -$266K – 157
2024
Q3 		$266K Buy
10,174
+1,379
+16% +$35.9K 0.01% 128
2024
Q2 		$229K Buy
+8,795
New +$228K 0.01% 127

Other funds holding IBMM

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

Baltimore-Washington Financial Advisors's IBMM Position: Q4 2024 in Review

Baltimore-Washington Financial Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 10,174 shares — an estimated $266K sold.

Baltimore-Washington Financial Advisors first reported a position in IBMM in Q2 2024 and held it in 2 quarters. The position peaked at $266K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Baltimore-Washington Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 10,174 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $266K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2024 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $266K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.