Cerity Partners
IBMM

Cerity Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Cerity Partners’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
-15,643
Closed -$408K – 2653
2024
Q3 		$408K Buy
+15,643
New +$408K ﹤0.01% 1892

Other funds holding IBMM

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

Cerity Partners's IBMM Position: Q4 2024 in Review

Cerity Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 15,643 shares — an estimated $408K sold.

Cerity Partners first reported a position in IBMM in Q3 2024 and held it in 1 quarter. The position peaked at $408K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Cerity Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 15,643 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $408K.
  • Cerity Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Cerity Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $408K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.