DP
IBMM

Denver PWM’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Denver PWM’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
2020
Q3 		– Sell
-8,244
Closed -$222K – 83
2020
Q2 		$222K Buy
+8,244
New +$219K 0.14% 71
2019
Q4 		– Sell
-2,015
Closed -$53.1K – 225
2019
Q3 		$53.1K Buy
+2,015
New +$53.3K 0.03% 120

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Denver PWM's IBMM Position: Q3 2020 in Review

Denver PWM sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2020, closing a stake of 8,244 shares — an estimated $222K sold.

Denver PWM first reported a position in IBMM in Q3 2019 and held it in 2 quarters. The position peaked at $222K in Q2 2020. 79 funds tracked by Wall St. Rank hold IBMM as of Q3 2020.

  • Denver PWM reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Denver PWM sold 8,244 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2020, an estimated $222K.
  • Denver PWM first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2019 and held it in 2 quarters.
  • Denver PWM's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $222K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2020.

Based on Denver PWM's 13F filing for Q3 2020, filed 22 Dec 2020.