Cetera Investment Advisers
IBMM

Cetera Investment Advisers’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Cetera Investment Advisers’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
-11,759
Closed -$307K – 3945
2024
Q3 		$307K Sell
11,759
-695
-6% -$18.1K ﹤0.01% 3042
2024
Q2 		$324K Sell
12,454
-15,610
-56% -$406K ﹤0.01% 2962
2024
Q1 		$728K Buy
+28,064
New +$728K ﹤0.01% 2323

Other funds holding IBMM

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

Cetera Investment Advisers's IBMM Position: Q4 2024 in Review

Cetera Investment Advisers sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 11,759 shares — an estimated $307K sold.

Cetera Investment Advisers first reported a position in IBMM in Q1 2024 and held it in 3 quarters. The position peaked at $728K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Cetera Investment Advisers reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 11,759 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $307K.
  • Cetera Investment Advisers first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2024 and held it in 3 quarters.
  • Cetera Investment Advisers's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $728K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.