CCA
IBMM

Cora Capital Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Cora Capital 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
-12,270
Closed -$320K – 113
2024
Q3 		$320K Hold
12,270
– – 0.16% 73
2024
Q2 		$320K Hold
12,270
– – 0.16% 70
2024
Q1 		$318K Hold
12,270
– – 0.17% 66
2023
Q4 		$318K Hold
12,270
– – 0.19% 65
2023
Q3 		$315K Hold
12,270
– – 0.21% 63
2023
Q2 		$316K Hold
12,270
– – 0.21% 65
2023
Q1 		$317K Buy
+12,270
New +$317K 0.24% 58

Other funds holding IBMM

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

Cora Capital Advisors's IBMM Position: Q4 2024 in Review

Cora Capital Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 12,270 shares — an estimated $320K sold.

Cora Capital Advisors first reported a position in IBMM in Q1 2023 and held it in 7 quarters. The position peaked at $320K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Cora Capital Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cora Capital Advisors sold 12,270 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $320K.
  • Cora Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and held it in 7 quarters.
  • Cora Capital Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $320K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Cora Capital Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.