CFGS
IBMM

Concourse Financial Group Securities’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Concourse Financial Group Securities’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
2023
Q2 		– Sell
-5,312
Closed -$137K – 2488
2023
Q1 		$137K Buy
5,312
+283
+6% +$7.3K 0.01% 769
2022
Q4 		$129K Sell
5,029
-212
-4% -$5.44K 0.01% 753
2022
Q3 		$134K Buy
+5,241
New +$136K 0.01% 639

Other funds holding IBMM

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concourse Financial Group Securities's IBMM Position: Q2 2023 in Review

Concourse Financial Group Securities sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2023, closing a stake of 5,312 shares — an estimated $137K sold.

Concourse Financial Group Securities first reported a position in IBMM in Q3 2022 and held it in 3 quarters. The position peaked at $137K in Q1 2023. 152 funds tracked by Wall St. Rank hold IBMM as of Q2 2023.

  • Concourse Financial Group Securities reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,312 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2023, an estimated $137K.
  • Concourse Financial Group Securities first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2022 and held it in 3 quarters.
  • Concourse Financial Group Securities's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $137K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2023.

Based on Concourse Financial Group Securities's 13F filing for Q2 2023, filed 10 Aug 2023.