DWA
IBMM

Delta Wealth Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Delta Wealth 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
-16,100
Closed -$420K – 45
2024
Q3 		$420K Hold
16,100
– – 0.4% 24
2024
Q2 		$419K Buy
16,100
+3,100
+24% +$80.5K 0.41% 24
2024
Q1 		$337K Buy
+13,000
New +$337K 0.35% 38

Other funds holding IBMM

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

Delta Wealth Advisors's IBMM Position: Q4 2024 in Review

Delta Wealth Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 16,100 shares — an estimated $420K sold.

Delta Wealth Advisors first reported a position in IBMM in Q1 2024 and held it in 3 quarters. The position peaked at $420K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Delta Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Delta Wealth Advisors sold 16,100 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $420K.
  • Delta Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2024 and held it in 3 quarters.
  • Delta Wealth Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $420K 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 Delta Wealth Advisors's 13F filing for Q4 2024, filed 10 Oct 2025.