BFEC
IBMM

Benjamin F. Edwards & Company’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$52K Hold
2,000
– – ﹤0.01% 1320
2024
Q1 		$52K Sell
2,000
-104,807
-98% -$2.72M ﹤0.01% 1282
2023
Q4 		$2.77M Sell
106,807
-20,002
-16% -$516K 0.06% 283
2023
Q3 		$3.26M Buy
126,809
+124,809
+6,240% +$3.21M 0.13% 164
2023
Q2 		$52K Buy
+2,000
New +$51.5K ﹤0.01% 1074
2023
Q1 		– Sell
-16,847
Closed -$434K – 1948
2022
Q4 		$434K Buy
16,847
+7,632
+83% +$196K 0.02% 499
2022
Q3 		$235K Buy
+9,215
New +$239K 0.01% 626
2022
Q2 		– Sell
-27,414
Closed -$713K – 1936
2022
Q1 		$713K Sell
27,414
-6,209
-18% -$164K 0.03% 396
2021
Q4 		$902K Buy
33,623
+2,736
+9% +$73.5K 0.04% 365
2021
Q3 		$832K Buy
30,887
+1,897
+7% +$51.3K 0.04% 366
2021
Q2 		$782K Buy
28,990
+10,259
+55% +$277K 0.04% 375
2021
Q1 		$506K Buy
18,731
+9,794
+110% +$265K 0.03% 454
2020
Q4 		$242K Buy
8,937
+47
+0.5% +$1.27K 0.01% 592
2020
Q3 		$241K Buy
8,890
+4,132
+87% +$112K 0.02% 549
2020
Q2 		$128K Sell
4,758
-472
-9% -$12.6K 0.01% 674
2020
Q1 		$137K Buy
5,230
+7
+0.1% +$185 0.01% 607
2019
Q4 		$138K Sell
5,223
-386
-7% -$10.2K 0.01% 702
2019
Q3 		$148K Sell
5,609
-721
-11% -$19.1K 0.01% 639
2019
Q2 		$166K Buy
6,330
+387
+7% +$10.1K 0.01% 577
2019
Q1 		$154K Sell
5,943
-4,598
-44% -$118K 0.01% 559
2018
Q4 		$268K Sell
10,541
-494
-4% -$12.4K 0.03% 417
2018
Q3 		$276K Buy
11,035
+491
+5% +$12.4K 0.03% 460
2018
Q2 		$266K Buy
+10,544
New +$264K 0.03% 454

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Benjamin F. Edwards & Company's IBMM Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) position steady in Q2 2024 at 2,000 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Benjamin F. Edwards & Company first reported a position in IBMM in Q2 2018 and has held it in 23 quarters since. The position peaked at $3.26M in Q3 2023. 164 funds tracked by Wall St. Rank hold IBMM as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,000 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $52K as of Q2 2024.
  • Benjamin F. Edwards & Company left its iShares iBonds Dec 2024 Term Muni Bond ETF share count unchanged in Q2 2024.
  • iShares iBonds Dec 2024 Term Muni Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1320 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2018 and has held it in 23 quarters since.
  • Benjamin F. Edwards & Company's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $3.26M in Q3 2023.
  • 164 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.