CIA
IBMM

Capital Investment Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Capital Investment Advisors’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
-47,804
Closed -$1.25M – 707
2024
Q3 		$1.25M Sell
47,804
-2,826
-6% -$73.7K 0.03% 274
2024
Q2 		$1.32M Buy
50,630
+7,184
+17% +$187K 0.03% 253
2024
Q1 		$1.13M Buy
43,446
+1,149
+3% +$29.8K 0.03% 275
2023
Q4 		$1.1M Sell
42,297
-313
-0.7% -$8.07K 0.03% 262
2023
Q3 		$1.09M Buy
42,610
+9,126
+27% +$235K 0.03% 247
2023
Q2 		$863K Buy
33,484
+4,806
+17% +$124K 0.03% 258
2023
Q1 		$742K Buy
28,678
+5,162
+22% +$133K 0.02% 287
2022
Q4 		$606K Buy
23,516
+11,795
+101% +$303K 0.02% 328
2022
Q3 		$299K Buy
11,721
+385
+3% +$9.98K 0.01% 418
2022
Q2 		$295K Buy
11,336
+554
+5% +$14.3K 0.01% 431
2022
Q1 		$280K Buy
10,782
+1,812
+20% +$47.8K 0.01% 471
2021
Q4 		$241K Buy
8,970
+1,233
+16% +$33.1K 0.01% 511
2021
Q3 		$208K Buy
+7,737
New +$209K 0.01% 536

Other funds holding IBMM

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

Capital Investment Advisors's IBMM Position: Q4 2024 in Review

Capital Investment Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 47,804 shares — an estimated $1.25M sold.

Capital Investment Advisors first reported a position in IBMM in Q3 2021 and held it in 13 quarters. The position peaked at $1.32M in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Capital Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisors sold 47,804 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $1.25M.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2021 and held it in 13 quarters.
  • Capital Investment Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.32M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Capital Investment Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.