BBHC
IBMM

Brown Brothers Harriman & Co’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Brown Brothers Harriman & Co’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
2023
Q4 		– Sell
-4,203
Closed -$108K – 1305
2023
Q3 		$108K Buy
+4,203
New +$108K ﹤0.01% 584

Other funds holding IBMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brown Brothers Harriman & Co's IBMM Position: Q4 2023 in Review

Brown Brothers Harriman & Co sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2023, closing a stake of 4,203 shares — an estimated $108K sold.

Brown Brothers Harriman & Co first reported a position in IBMM in Q3 2023 and held it in 1 quarter. The position peaked at $108K in Q3 2023. 159 funds tracked by Wall St. Rank hold IBMM as of Q4 2023.

  • Brown Brothers Harriman & Co reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 4,203 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2023, an estimated $108K.
  • Brown Brothers Harriman & Co first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $108K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2023, filed 12 Feb 2024.