CSPIA
IBMM

Cary Street Partners Investment Advisory’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Cary Street Partners Investment Advisory’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
-8,529
Closed -$223K – 812
2024
Q3 		$223K Sell
8,529
-42
-0.5% -$1.09K 0.01% 701
2024
Q2 		$223K Buy
8,571
+210
+3% +$5.46K 0.01% 681
2024
Q1 		$217K Hold
8,361
– – 0.01% 652
2023
Q4 		$217K Buy
8,361
+390
+5% +$10.1K 0.01% 599
2023
Q3 		$205K Buy
+7,971
New +$205K 0.01% 548
2021
Q3 		– Sell
-961
Closed -$26K – 320
2021
Q2 		$26K Hold
961
– – 0.01% 301
2021
Q1 		$26K Buy
+961
New +$26K 0.01% 290

Other funds holding IBMM

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

Cary Street Partners Investment Advisory's IBMM Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 8,529 shares — an estimated $223K sold.

Cary Street Partners Investment Advisory first reported a position in IBMM in Q1 2021 and held it in 7 quarters. The position peaked at $223K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 8,529 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $223K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2021 and held it in 7 quarters.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $223K 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 Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.