Fidelity Investments
IBMM

Fidelity Investments’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Fidelity Investments’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
-243
Closed -$7K – 5754
2021
Q4 		$7K Hold
243
– – ﹤0.01% 3742
2021
Q3 		$7K Hold
243
– – ﹤0.01% 3719
2021
Q2 		$7K Buy
+243
New +$6.56K ﹤0.01% 3661

Other funds holding IBMM

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments's IBMM Position: Q1 2022 in Review

Fidelity Investments sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2022, closing a stake of 243 shares — an estimated $7K sold.

Fidelity Investments first reported a position in IBMM in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 104 funds tracked by Wall St. Rank hold IBMM as of Q1 2022.

  • Fidelity Investments reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Fidelity Investments sold 243 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2022, an estimated $7K.
  • Fidelity Investments first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2021 and held it in 3 quarters.
  • Fidelity Investments's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $7K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2022.

Based on Fidelity Investments's 13F filing for Q1 2022, filed 13 May 2022.