ETF Portfolio Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

ETF Portfolio Partners’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
2021 Q4	–	Sell	-7,570	Closed	-$204K	–	52
2021 Q3	$204K	Hold	7,570	–	–	0.08%	51
2021 Q2	$204K	Hold	7,570	–	–	0.08%	53
2021 Q1	$204K	Hold	7,570	–	–	0.09%	49
2020 Q4	$205K	Hold	7,570	–	–	0.09%	46
2020 Q3	$205K	Hold	7,570	–	–	0.11%	39
2020 Q2	$204K	Buy	+7,570	New	+$201K	0.11%	41
2020 Q1	–	Sell	-7,570	Closed	-$200K	–	35
2019 Q4	$200K	Buy	+7,570	New	+$200K	0.11%	34

Other funds holding IBMM

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

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

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

LIM

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

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

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

ETF Portfolio Partners's IBMM Position: Q4 2021 in Review

ETF Portfolio Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2021, closing a stake of 7,570 shares — an estimated $204K sold.

ETF Portfolio Partners first reported a position in IBMM in Q4 2019 and held it in 7 quarters. The position peaked at $205K in Q4 2020. 107 funds tracked by Wall St. Rank hold IBMM as of Q4 2021.

ETF Portfolio Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
ETF Portfolio Partners sold 7,570 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2021, an estimated $204K.
ETF Portfolio Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2019 and held it in 7 quarters.
ETF Portfolio Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $205K in Q4 2020.
107 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2021.

Based on ETF Portfolio Partners's 13F filing for Q4 2021, filed 18 Jan 2022.