BCS Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

BCS Wealth 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 Q4	–	Sell	-14,351	Closed	-$366K	–	197
2022 Q3	$366K	Hold	14,351	–	–	0.17%	123
2022 Q2	$373K	Hold	14,351	–	–	0.17%	116
2022 Q1	$373K	Hold	14,351	–	–	0.15%	128
2021 Q4	$385K	Hold	14,351	–	–	0.14%	131
2021 Q3	$387K	Hold	14,351	–	–	0.16%	115
2021 Q2	$387K	Hold	14,351	–	–	0.21%	97
2021 Q1	$387K	Hold	14,351	–	–	0.18%	100
2020 Q4	$389K	Hold	14,351	–	–	0.2%	90
2020 Q3	$389K	Hold	14,351	–	–	0.22%	84
2020 Q2	$387K	Hold	14,351	–	–	0.23%	83
2020 Q1	$375K	Hold	14,351	–	–	0.26%	71
2019 Q4	$379K	Buy	+14,351	New	+$379K	0.25%	71

Other funds holding IBMM

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

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

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

CAN

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

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

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

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

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

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

BCS Wealth Management's IBMM Position: Q4 2022 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2022, closing a stake of 14,351 shares — an estimated $366K sold.

BCS Wealth Management first reported a position in IBMM in Q4 2019 and held it in 12 quarters. The position peaked at $389K in Q4 2020. 151 funds tracked by Wall St. Rank hold IBMM as of Q4 2022.

BCS Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
BCS Wealth Management sold 14,351 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2022, an estimated $366K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2019 and held it in 12 quarters.
BCS Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $389K in Q4 2020.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2022.

Based on BCS Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.