Bay Colony Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Bay Colony 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
2020 Q1	–	Sell	-10,720	Closed	-$286K	–	276
2019 Q4	$286K	Sell	10,720 -6,051	-36%	-$160K	0.19%	181
2019 Q3	$441K	Hold	16,771	–	–	0.3%	121
2019 Q2	$440K	Hold	16,771	–	–	0.28%	100
2019 Q1	$435K	Buy	+16,771	New	+$431K	0.29%	99

Other funds holding IBMM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bay Colony Advisors's IBMM Position: Q1 2020 in Review

Bay Colony Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2020, closing a stake of 10,720 shares — an estimated $286K sold.

Bay Colony Advisors first reported a position in IBMM in Q1 2019 and held it in 4 quarters. The position peaked at $441K in Q3 2019. 68 funds tracked by Wall St. Rank hold IBMM as of Q1 2020.

Bay Colony Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
Bay Colony Advisors sold 10,720 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2020, an estimated $286K.
Bay Colony Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2019 and held it in 4 quarters.
Bay Colony Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $441K in Q3 2019.
68 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2020.

Based on Bay Colony Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.