Corient Private Wealth
IBMM

Corient Private Wealth’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Corient Private Wealth’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
-21,712
Closed -$567K – 2586
2024
Q3 		$567K Sell
21,712
-3,663
-14% -$95.5K ﹤0.01% 1665
2024
Q2 		$661K Hold
25,375
– – ﹤0.01% 1502
2024
Q1 		$658K Hold
25,375
– – ﹤0.01% 1495
2023
Q4 		$658K Sell
25,375
-2,552
-9% -$65.8K ﹤0.01% 1464
2023
Q3 		$717K Hold
27,927
– – ﹤0.01% 1308
2023
Q2 		$719K Sell
27,927
-42,873
-61% -$1.1M ﹤0.01% 1279
2023
Q1 		$1.83M Buy
70,800
+62,800
+785% +$1.62M ﹤0.01% 870
2022
Q4 		$206K Buy
+8,000
New +$205K ﹤0.01% 1480

Other funds holding IBMM

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

Corient Private Wealth's IBMM Position: Q4 2024 in Review

Corient Private Wealth sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 21,712 shares — an estimated $567K sold.

Corient Private Wealth first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $1.83M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Corient Private Wealth reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 21,712 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $567K.
  • Corient Private Wealth first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
  • Corient Private Wealth's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.83M 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 Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.