Droms Strauss Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Droms Strauss 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 Q1	–	Sell	-67,391	Closed	-$1.75M	–	70
2023 Q4	$1.75M	Sell	67,391 -41,221	-38%	-$1.06M	0.68%	25
2023 Q3	$2.79M	Buy	108,612 +2,631	+2%	+$67.7K	1.2%	14
2023 Q2	$2.73M	Buy	105,981 +61,640	+139%	+$1.59M	1.14%	15
2023 Q1	$1.15M	Buy	44,341 +6,362	+17%	+$164K	0.52%	29
2022 Q4	$981K	Buy	37,979 +1,105	+3%	+$28.4K	0.45%	33
2022 Q3	$940K	Buy	36,874 +17,203	+87%	+$446K	0.47%	29
2022 Q2	$513K	Buy	+19,671	New	+$508K	0.26%	41

Other funds holding IBMM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Droms Strauss Advisors's IBMM Position: Q1 2024 in Review

Droms Strauss Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2024, closing a stake of 67,391 shares — an estimated $1.75M sold.

Droms Strauss Advisors first reported a position in IBMM in Q2 2022 and held it in 7 quarters. The position peaked at $2.79M in Q3 2023. 161 funds tracked by Wall St. Rank hold IBMM as of Q1 2024.

Droms Strauss Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Droms Strauss Advisors sold 67,391 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2024, an estimated $1.75M.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 7 quarters.
Droms Strauss Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $2.79M in Q3 2023.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2024.

Based on Droms Strauss Advisors's 13F filing for Q1 2024, filed 6 May 2024.