Citigroup
IBMM

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

Citigroup’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
2021
Q3 		– Sell
-10,900
Closed -$294K – 6587
2021
Q2 		$294K Buy
10,900
+3,600
+49% +$97.2K ﹤0.01% 4036
2021
Q1 		$197K Hold
7,300
– – ﹤0.01% 4024
2020
Q4 		$198K Hold
7,300
– – ﹤0.01% 5002
2020
Q3 		$198K Buy
+7,300
New +$198K ﹤0.01% 4625
2018
Q3 		– Sell
-1,565
Closed -$39K – 8039
2018
Q2 		$39K Buy
+1,565
New +$39.2K ﹤0.01% 6484

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citigroup's IBMM Position: Q3 2021 in Review

Citigroup sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2021, closing a stake of 10,900 shares — an estimated $294K sold.

Citigroup first reported a position in IBMM in Q2 2018 and held it in 5 quarters. The position peaked at $294K in Q2 2021. 106 funds tracked by Wall St. Rank hold IBMM as of Q3 2021.

  • Citigroup reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Citigroup sold 10,900 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2021, an estimated $294K.
  • Citigroup first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2018 and held it in 5 quarters.
  • Citigroup's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $294K in Q2 2021.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2021.

Based on Citigroup's 13F filing for Q3 2021, filed 10 Nov 2021.