Envestnet Asset Management
IBMM

Envestnet Asset Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Envestnet Asset 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
2024
Q4 		– Sell
-222,301
Closed -$5.8M – 4462
2024
Q3 		$5.8M Sell
222,301
-8,911
-4% -$232K ﹤0.01% 2005
2024
Q2 		$6.02M Sell
231,212
-26,039
-10% -$676K ﹤0.01% 1897
2024
Q1 		$6.68M Sell
257,251
-551,391
-68% -$14.3M ﹤0.01% 1781
2023
Q4 		$21M Buy
808,642
+3,264
+0.4% +$84.2K 0.01% 1014
2023
Q3 		$20.7M Sell
805,378
-1,736
-0.2% -$44.7K 0.01% 955
2023
Q2 		$20.8M Sell
807,114
-8,057
-1% -$207K 0.01% 908
2023
Q1 		$21.1M Buy
815,171
+35,536
+5% +$917K 0.01% 853
2022
Q4 		$20.1M Buy
779,635
+81,763
+12% +$2.1M 0.01% 853
2022
Q3 		$17.8M Buy
697,872
+91,020
+15% +$2.36M 0.01% 837
2022
Q2 		$15.8M Buy
606,852
+294,227
+94% +$7.6M 0.01% 906
2022
Q1 		$8.13M Buy
312,625
+9,076
+3% +$239K ﹤0.01% 1323
2021
Q4 		$8.14M Buy
303,549
+4,904
+2% +$132K ﹤0.01% 1301
2021
Q3 		$8.05M Buy
298,645
+20,200
+7% +$546K ﹤0.01% 1261
2021
Q2 		$7.51M Buy
278,445
+21,017
+8% +$568K ﹤0.01% 1286
2021
Q1 		$6.95M Buy
257,428
+47,962
+23% +$1.3M ﹤0.01% 1246
2020
Q4 		$5.67M Buy
209,466
+20,312
+11% +$550K ﹤0.01% 1219
2020
Q3 		$5.13M Buy
+189,154
New +$5.13M ﹤0.01% 1156
2020
Q2 		– Sell
-7,832
Closed -$205K – 3230
2020
Q1 		$205K Sell
7,832
-1,412
-15% -$37.3K ﹤0.01% 2717
2019
Q4 		$244K Buy
+9,244
New +$244K ﹤0.01% 2826

Other funds holding IBMM

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

Envestnet Asset Management's IBMM Position: Q4 2024 in Review

Envestnet Asset Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 222,301 shares — an estimated $5.8M sold.

Envestnet Asset Management first reported a position in IBMM in Q4 2019 and held it in 19 quarters. The position peaked at $21.1M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Envestnet Asset Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 222,301 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $5.8M.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2019 and held it in 19 quarters.
  • Envestnet Asset Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $21.1M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.