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

Childress Capital 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 Q1	–	Sell	-38,200	Closed	-$1.02M	–	199
2021 Q4	$1.02M	Hold	38,200	–	–	0.42%	49
2021 Q3	$1.03M	Hold	38,200	–	–	0.42%	51
2021 Q2	$1.03M	Hold	38,200	–	–	0.47%	41
2021 Q1	$1.03M	Buy	+38,200	New	+$1.03M	0.47%	42

Other funds holding IBMM

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Childress Capital Advisors's IBMM Position: Q1 2022 in Review

Childress Capital Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2022, closing a stake of 38,200 shares — an estimated $1.02M sold.

Childress Capital Advisors first reported a position in IBMM in Q1 2021 and held it in 4 quarters. The position peaked at $1.03M in Q2 2021. 104 funds tracked by Wall St. Rank hold IBMM as of Q1 2022.

Childress Capital Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Childress Capital Advisors sold 38,200 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2022, an estimated $1.02M.
Childress Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2021 and held it in 4 quarters.
Childress Capital Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.03M in Q2 2021.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2022.

Based on Childress Capital Advisors's 13F filing for Q1 2022, filed 10 May 2022.