Commonwealth Equity Services
IBMM

Commonwealth Equity Services’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Commonwealth Equity Services’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
-159,647
Closed -$4.17M – 4278
2024
Q3 		$4.17M Sell
159,647
-22,721
-12% -$592K 0.01% 1338
2024
Q2 		$4.75M Buy
182,368
+849
+0.5% +$22.1K 0.01% 1224
2024
Q1 		$4.71M Sell
181,519
-50,448
-22% -$1.31M 0.01% 1211
2023
Q4 		$6.01M Sell
231,967
-90,879
-28% -$2.34M 0.01% 997
2023
Q3 		$8.29M Sell
322,846
-7,941
-2% -$204K 0.02% 763
2023
Q2 		$8.52M Buy
330,787
+5,324
+2% +$137K 0.02% 759
2023
Q1 		$8.42K Buy
325,463
+54,615
+20% +$1.41M 0.02% 750
2022
Q4 		$6.97M Buy
270,848
+97,693
+56% +$2.51M 0.02% 795
2022
Q3 		$4.42M Buy
173,155
+20,444
+13% +$530K 0.01% 954
2022
Q2 		$3.97M Buy
152,711
+8,735
+6% +$226K 0.01% 1009
2022
Q1 		$3.74M Buy
143,976
+15,377
+12% +$405K 0.01% 1116
2021
Q4 		$3.45M Buy
128,599
+66,644
+108% +$1.79M 0.01% 1125
2021
Q3 		$1.67M Buy
61,955
+5,726
+10% +$155K ﹤0.01% 1552
2021
Q2 		$1.52M Sell
56,229
-51,748
-48% -$1.4M ﹤0.01% 1618
2021
Q1 		$2.91M Buy
107,977
+6,193
+6% +$168K 0.01% 1077
2020
Q4 		$2.76M Buy
101,784
+13,888
+16% +$376K 0.01% 1041
2020
Q3 		$2.38M Buy
87,896
+7,159
+9% +$194K 0.01% 1002
2020
Q2 		$2.18M Sell
80,737
-5,723
-7% -$152K 0.01% 993
2020
Q1 		$2.26M Buy
86,460
+4,925
+6% +$130K 0.01% 845
2019
Q4 		$2.15M Buy
81,535
+4,343
+6% +$115K 0.01% 991
2019
Q3 		$2.03M Sell
77,192
-155
-0.2% -$4.1K 0.01% 965
2019
Q2 		$2.03M Buy
77,347
+3,089
+4% +$80.4K 0.01% 956
2019
Q1 		$1.93M Buy
74,258
+21,652
+41% +$557K 0.01% 937
2018
Q4 		$1.34M Buy
+52,606
New +$1.32M 0.01% 1031

Other funds holding IBMM

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

Commonwealth Equity Services's IBMM Position: Q4 2024 in Review

Commonwealth Equity Services sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 159,647 shares — an estimated $4.17M sold.

Commonwealth Equity Services first reported a position in IBMM in Q4 2018 and held it in 24 quarters. The position peaked at $8.52M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Commonwealth Equity Services reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 159,647 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $4.17M.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2018 and held it in 24 quarters.
  • Commonwealth Equity Services's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $8.52M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.