CA
IBMM

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

CGN 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
2022
Q2 		– Sell
-18,863
Closed -$490K – 246
2022
Q1 		$490K Sell
18,863
-7,457
-28% -$197K 0.12% 151
2021
Q4 		$706K Buy
26,320
+3,669
+16% +$98.6K 0.18% 117
2021
Q3 		$610K Buy
22,651
+1,174
+5% +$31.7K 0.2% 117
2021
Q2 		$580K Buy
21,477
+1,016
+5% +$27.4K 0.18% 125
2021
Q1 		$552K Buy
20,461
+3,865
+23% +$105K 0.2% 107
2020
Q4 		$450K Buy
+16,596
New +$449K 0.18% 118

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return