BFG
IBMM

Beacon Financial Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Beacon Financial Group’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
-13,181
Closed -$344K – 345
2024
Q3 		$344K Buy
13,181
+75
+0.6% +$1.96K 0.04% 264
2024
Q2 		$341K Buy
13,106
+65
+0.5% +$1.69K 0.04% 252
2024
Q1 		$338K Buy
13,041
+39
+0.3% +$1.01K 0.04% 254
2023
Q4 		$337K Buy
13,002
+97
+0.8% +$2.5K 0.04% 247
2023
Q3 		$332K Buy
12,905
+36
+0.3% +$926 0.05% 202
2023
Q2 		$331K Buy
12,869
+36
+0.3% +$926 0.04% 196
2023
Q1 		$332K Buy
12,833
+54
+0.4% +$1.39K 0.05% 195
2022
Q4 		$329K Buy
12,779
+32
+0.3% +$821 0.04% 205
2022
Q3 		$325K Buy
+12,747
New +$330K 0.05% 206

Other funds holding IBMM

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

Beacon Financial Group's IBMM Position: Q4 2024 in Review

Beacon Financial Group sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 13,181 shares — an estimated $344K sold.

Beacon Financial Group first reported a position in IBMM in Q3 2022 and held it in 9 quarters. The position peaked at $344K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Beacon Financial Group reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Financial Group sold 13,181 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $344K.
  • Beacon Financial Group first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2022 and held it in 9 quarters.
  • Beacon Financial Group's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $344K 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 Beacon Financial Group's 13F filing for Q4 2024, filed 29 Jan 2025.