EIA
IBMM

Eldridge Investment Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Eldridge Investment 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
-28,605
Closed -$747K – 158
2024
Q3 		$747K Buy
28,605
+1
+0% +$26 0.18% 88
2024
Q2 		$745K Sell
28,604
-623
-2% -$16.2K 0.19% 86
2024
Q1 		$758K Sell
29,227
-7,708
-21% -$200K 0.19% 89
2023
Q4 		$958K Buy
36,935
+17,000
+85% +$439K 0.25% 81
2023
Q3 		$511K Buy
19,935
+2,301
+13% +$59.2K 0.17% 88
2023
Q2 		$454K Buy
17,634
+2,351
+15% +$60.5K 0.15% 86
2023
Q1 		$395K Buy
15,283
+1,200
+9% +$31K 0.14% 96
2022
Q4 		$363K Buy
+14,083
New +$361K 0.13% 96

Other funds holding IBMM

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

Eldridge Investment Advisors's IBMM Position: Q4 2024 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 28,605 shares — an estimated $747K sold.

Eldridge Investment Advisors first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $958K in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Eldridge Investment Advisors sold 28,605 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $747K.
  • Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
  • Eldridge Investment Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $958K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Eldridge Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.