Benjamin Edwards Inc’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Benjamin Edwards Inc’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 Q1	–	Sell	-1,472	Closed	-$38K	–	767
2023 Q4	$38K	Sell	1,472 -744	-34%	-$19.2K	0.01%	493
2023 Q3	$57K	Buy	+2,216	New	+$57K	0.01%	444
2022 Q2	–	Sell	-876	Closed	-$23K	–	759
2022 Q1	$23K	Sell	876 -30	-3%	-$791	0.01%	542
2021 Q4	$24K	Buy	906 +34	+4%	+$913	0.01%	499
2021 Q3	$23K	Buy	872 +220	+34%	+$5.94K	0.01%	396
2021 Q2	$18K	Buy	652 +38	+6%	+$1.03K	0.01%	340
2021 Q1	$17K	Buy	614 +317	+107%	+$8.57K	0.01%	309
2020 Q4	$8K	Buy	297 +14	+5%	+$379	0.01%	336
2020 Q3	$8K	Buy	283 +151	+114%	+$4.09K	0.01%	321
2020 Q2	$4K	Sell	132 -23	-15%	-$612	﹤0.01%	354
2020 Q1	$4K	Buy	+155	New	+$4.09K	﹤0.01%	344
2019 Q4	–	Sell	-70	Closed	-$2K	–	307
2019 Q3	$2K	Sell	70 -44	-39%	-$1.16K	﹤0.01%	286
2019 Q2	$3K	Buy	114 +5	+5%	+$130	0.01%	285
2019 Q1	$3K	Buy	+109	New	+$2.8K	0.01%	263

Other funds holding IBMM

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

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Benjamin Edwards Inc's IBMM Position: Q1 2024 in Review

Benjamin Edwards Inc sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2024, closing a stake of 1,472 shares — an estimated $38K sold.

Benjamin Edwards Inc first reported a position in IBMM in Q1 2019 and held it in 14 quarters. The position peaked at $57K in Q3 2023. 161 funds tracked by Wall St. Rank hold IBMM as of Q1 2024.

Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Benjamin Edwards Inc sold 1,472 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2024, an estimated $38K.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2019 and held it in 14 quarters.
Benjamin Edwards Inc's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $57K in Q3 2023.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2024.

Based on Benjamin Edwards Inc's 13F filing for Q1 2024, filed 29 Apr 2024.