CFS
IBMM

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

Commonwealth Financial 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
-19,861
Closed -$517K – 205
2024
Q3 		$517K Sell
19,861
-833
-4% -$21.7K 0.1% 100
2024
Q2 		$539K Buy
20,694
+4,176
+25% +$108K 0.11% 100
2024
Q1 		$428K Hold
16,518
– – 0.1% 103
2023
Q4 		$428K Buy
16,518
+5,887
+55% +$152K 0.1% 102
2023
Q3 		$273K Buy
+10,631
New +$274K 0.08% 140

Other funds holding IBMM

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

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

Commonwealth Financial Services sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 19,861 shares — an estimated $517K sold.

Commonwealth Financial Services first reported a position in IBMM in Q3 2023 and held it in 5 quarters. The position peaked at $539K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Commonwealth Financial Services reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Financial Services sold 19,861 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $517K.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2023 and held it in 5 quarters.
  • Commonwealth Financial Services's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $539K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Commonwealth Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.