Cerity Partners
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Cerity Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Cerity Partners’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,161
Closed -$312K – 2511
2024
Q3 		$312K Buy
+12,161
New +$308K ﹤0.01% 2031

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CA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's IBMQ Position: Q4 2024 in Review

Cerity Partners sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2024, closing a stake of 12,161 shares — an estimated $312K sold.

Cerity Partners first reported a position in IBMQ in Q3 2024 and held it in 1 quarter. The position peaked at $312K in Q3 2024. 132 funds tracked by Wall St. Rank hold IBMQ as of Q4 2024.

  • Cerity Partners reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 12,161 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q4 2024, an estimated $312K.
  • Cerity Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Cerity Partners's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $312K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2024.

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