CMP
IBMM

Coston McIsaac & Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Coston McIsaac & Partners’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
-1,330
Closed -$34 – 857
2024
Q3 		$34 Hold
1,330
– – 0.01% 335
2024
Q2 		$34K Hold
1,330
– – 0.01% 318
2024
Q1 		$34K Hold
1,330
– – 0.01% 327
2023
Q4 		$34K Hold
1,330
– – 0.01% 322
2023
Q3 		$34K Hold
1,330
– – 0.01% 302
2023
Q2 		$34K Hold
1,330
– – 0.01% 340
2023
Q1 		$34K Hold
1,330
– – 0.01% 327
2022
Q4 		$34 Buy
+1,330
New +$34.1K 0.01% 338

Other funds holding IBMM

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

Coston McIsaac & Partners's IBMM Position: Q4 2024 in Review

Coston McIsaac & Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 1,330 shares — an estimated $34 sold.

Coston McIsaac & Partners first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $34K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Coston McIsaac & Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Coston McIsaac & Partners sold 1,330 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $34.
  • Coston McIsaac & Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
  • Coston McIsaac & Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $34K 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 Coston McIsaac & Partners's 13F filing for Q4 2024, filed 23 Jan 2025.