BAM
IBMM

Beaumont Asset Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Beaumont Asset 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
2024
Q4 		– Sell
-11,906
Closed -$311K – 67
2024
Q3 		$311K Buy
11,906
+1,000
+9% +$26.1K 0.18% 56
2024
Q2 		$284K Buy
+10,906
New +$283K 0.18% 61

Other funds holding IBMM

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

Beaumont Asset Management's IBMM Position: Q4 2024 in Review

Beaumont Asset Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 11,906 shares — an estimated $311K sold.

Beaumont Asset Management first reported a position in IBMM in Q2 2024 and held it in 2 quarters. The position peaked at $311K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Beaumont Asset Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Beaumont Asset Management sold 11,906 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $311K.
  • Beaumont Asset Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2024 and held it in 2 quarters.
  • Beaumont Asset Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $311K 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 Beaumont Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.