Financial Engines Advisors
IBMM

Financial Engines Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Financial Engines Advisors’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
-38,061
Closed -$993K – 460
2024
Q3 		$993K Buy
38,061
+15,808
+71% +$412K ﹤0.01% 235
2024
Q2 		$580K Buy
22,253
+6,852
+44% +$178K ﹤0.01% 251
2024
Q1 		$400K Buy
15,401
+3,849
+33% +$99.9K ﹤0.01% 261
2023
Q4 		$300K Buy
+11,552
New +$298K ﹤0.01% 269

Other funds holding IBMM

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

Financial Engines Advisors's IBMM Position: Q4 2024 in Review

Financial Engines Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 38,061 shares — an estimated $993K sold.

Financial Engines Advisors first reported a position in IBMM in Q4 2023 and held it in 4 quarters. The position peaked at $993K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Financial Engines Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 38,061 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $993K.
  • Financial Engines Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • Financial Engines Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $993K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Financial Engines Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.