BCM
IBMM

Brookstone Capital Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Brookstone Capital 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
2021
Q3 		– Sell
-7,550
Closed -$204K – 799
2021
Q2 		$204K Sell
7,550
-191
-2% -$5.16K ﹤0.01% 681
2021
Q1 		$209K Sell
7,741
-36
-0.5% -$974 0.01% 464
2020
Q4 		$211K Buy
+7,777
New +$210K 0.01% 434

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Brookstone Capital Management's IBMM Position: Q3 2021 in Review

Brookstone Capital Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2021, closing a stake of 7,550 shares — an estimated $204K sold.

Brookstone Capital Management first reported a position in IBMM in Q4 2020 and held it in 3 quarters. The position peaked at $211K in Q4 2020. 106 funds tracked by Wall St. Rank hold IBMM as of Q3 2021.

  • Brookstone Capital Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Brookstone Capital Management sold 7,550 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2021, an estimated $204K.
  • Brookstone Capital Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2020 and held it in 3 quarters.
  • Brookstone Capital Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $211K in Q4 2020.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2021.

Based on Brookstone Capital Management's 13F filing for Q3 2021, filed 3 Nov 2021.