Estate Counselors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Estate Counselors’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 Q1	–	Sell	-2,700	Closed	-$72K	–	180
2021 Q4	$72K	Sell	2,700 -20,020	-88%	-$538K	0.01%	143
2021 Q3	$612K	Sell	22,720 -100,605	-82%	-$2.72M	0.08%	116
2021 Q2	$3.33M	Buy	123,325 +2,900	+2%	+$78.3K	0.44%	48
2021 Q1	$3.25M	Buy	120,425 +9,370	+8%	+$253K	0.48%	49
2020 Q4	$3.01M	Sell	111,055 -2,020	-2%	-$54.7K	0.45%	52
2020 Q3	$3.06M	Buy	113,075 +4,000	+4%	+$108K	0.48%	48
2020 Q2	$2.95M	Buy	109,075 +1,870	+2%	+$49.8K	0.47%	49
2020 Q1	$2.8M	Buy	107,205 +800	+0.8%	+$21.1K	0.46%	50
2019 Q4	$2.81M	Buy	+106,405	New	+$2.81M	0.41%	54

Other funds holding IBMM

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Estate Counselors's IBMM Position: Q1 2022 in Review

Estate Counselors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2022, closing a stake of 2,700 shares — an estimated $72K sold.

Estate Counselors first reported a position in IBMM in Q4 2019 and held it in 9 quarters. The position peaked at $3.33M in Q2 2021. 104 funds tracked by Wall St. Rank hold IBMM as of Q1 2022.

Estate Counselors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Estate Counselors sold 2,700 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2022, an estimated $72K.
Estate Counselors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2019 and held it in 9 quarters.
Estate Counselors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $3.33M in Q2 2021.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2022.

Based on Estate Counselors's 13F filing for Q1 2022, filed 9 May 2022.