CGFA
IBMM

Colton Groome Financial Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Colton Groome Financial 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
2024
Q4 		– Sell
-8,555
Closed -$223K – 135
2024
Q3 		$223K Buy
8,555
+210
+3% +$5.47K 0.08% 122
2024
Q2 		$217K Sell
8,345
-75
-0.9% -$1.95K 0.09% 114
2024
Q1 		$218K Sell
8,420
-3,245
-28% -$84.2K 0.09% 111
2023
Q4 		$302K Hold
11,665
– – 0.13% 93
2023
Q3 		$300K Sell
11,665
-1,360
-10% -$35K 0.15% 90
2023
Q2 		$336K Sell
13,025
-1,425
-10% -$36.7K 0.16% 88
2023
Q1 		$374K Buy
14,450
+3,905
+37% +$101K 0.18% 95
2022
Q4 		$272K Buy
10,545
+1,175
+13% +$30.1K 0.13% 105
2022
Q3 		$239K Sell
9,370
-195
-2% -$5.05K 0.12% 97
2022
Q2 		$249K Buy
+9,565
New +$247K 0.12% 86

Other funds holding IBMM

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

Colton Groome Financial Advisors's IBMM Position: Q4 2024 in Review

Colton Groome Financial Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 8,555 shares — an estimated $223K sold.

Colton Groome Financial Advisors first reported a position in IBMM in Q2 2022 and held it in 10 quarters. The position peaked at $374K in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Colton Groome Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 8,555 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $223K.
  • Colton Groome Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 10 quarters.
  • Colton Groome Financial Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $374K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.