EWM
IBMM

Executive Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Executive Wealth 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
2023
Q4 		– Sell
-7,882
Closed -$203K – 225
2023
Q3 		$203K Sell
7,882
-1,486
-16% -$38.2K 0.02% 192
2023
Q2 		$241K Buy
9,368
+32
+0.3% +$823 0.03% 176
2023
Q1 		$242K Buy
9,336
+23
+0.2% +$594 0.03% 174
2022
Q4 		$240K Buy
9,313
+9,077
+3,846% +$233K 0.03% 169
2022
Q3 		$236 Sell
236
-9,018
-97% -$234K 0.03% 162
2022
Q2 		$240K Sell
9,254
-15,026
-62% -$388K 0.03% 165
2022
Q1 		$631K Buy
24,280
+28
+0.1% +$738 0.07% 128
2021
Q4 		$650K Buy
24,252
+63
+0.3% +$1.69K 0.06% 125
2021
Q3 		$651K Sell
24,189
-89
-0.4% -$2.4K 0.07% 123
2021
Q2 		$655K Sell
24,278
-15
-0.1% -$405 0.07% 126
2021
Q1 		$655K Sell
24,293
-135
-0.6% -$3.65K 0.08% 125
2020
Q4 		$661K Sell
24,428
-487
-2% -$13.2K 0.08% 116
2020
Q3 		$675K Buy
24,915
+73
+0.3% +$1.98K 0.09% 102
2020
Q2 		$670K Buy
24,842
+79
+0.3% +$2.1K 0.1% 88
2020
Q1 		$647K Buy
24,763
+55
+0.2% +$1.45K 0.12% 92
2019
Q4 		$653K Buy
24,708
+5,938
+32% +$157K 0.09% 105
2019
Q3 		$493K Buy
+18,770
New +$496K 0.07% 103

Other funds holding IBMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Executive Wealth Management's IBMM Position: Q4 2023 in Review

Executive Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2023, closing a stake of 7,882 shares — an estimated $203K sold.

Executive Wealth Management first reported a position in IBMM in Q3 2019 and held it in 17 quarters. The position peaked at $675K in Q3 2020. 159 funds tracked by Wall St. Rank hold IBMM as of Q4 2023.

  • Executive Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Executive Wealth Management sold 7,882 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2023, an estimated $203K.
  • Executive Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2019 and held it in 17 quarters.
  • Executive Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $675K in Q3 2020.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2023.

Based on Executive Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.