DADC
IBMM

D.A. Davidson & Co’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

D.A. Davidson & Co’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
2021
Q2 		– Sell
-10,763
Closed -$291K – 1229
2021
Q1 		$291K Hold
10,763
– – ﹤0.01% 964
2020
Q4 		$292K Buy
+10,763
New +$291K ﹤0.01% 861

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

D.A. Davidson & Co's IBMM Position: Q2 2021 in Review

D.A. Davidson & Co sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2021, closing a stake of 10,763 shares — an estimated $291K sold.

D.A. Davidson & Co first reported a position in IBMM in Q4 2020 and held it in 2 quarters. The position peaked at $292K in Q4 2020. 104 funds tracked by Wall St. Rank hold IBMM as of Q2 2021.

  • D.A. Davidson & Co reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • D.A. Davidson & Co sold 10,763 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2021, an estimated $291K.
  • D.A. Davidson & Co first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2020 and held it in 2 quarters.
  • D.A. Davidson & Co's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $292K in Q4 2020.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2021.

Based on D.A. Davidson & Co's 13F filing for Q2 2021, filed 10 Aug 2021.