EVM
IBMM

Eaton Vance Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Eaton Vance Management’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
2022
Q3 		$1.7M Buy
66,619
+53,485
+407% +$1.39M ﹤0.01% 1106
2022
Q2 		$341K Buy
+13,134
New +$339K ﹤0.01% 1443

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Eaton Vance Management's IBMM Position: Q3 2022 in Review

Eaton Vance Management increased its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) stake by 407% in Q3 2022, buying an estimated $1.39M and bringing the position to 66,619 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Eaton Vance Management first reported a position in IBMM in Q2 2022 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold IBMM as of Q3 2022.

  • Eaton Vance Management held 66,619 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $1.7M as of Q3 2022.
  • Eaton Vance Management bought 53,485 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2022, an estimated $1.39M.
  • iShares iBonds Dec 2024 Term Muni Bond ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1106 holding.
  • Eaton Vance Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.