First Affirmative Financial Network’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

First Affirmative Financial Network’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 Q2	–	Sell	-16,990	Closed	-$441K	–	275
2024 Q1	$441K	Sell	16,990 -288	-2%	-$7.47K	0.33%	94
2023 Q4	$448K	Buy	17,278 +3,030	+21%	+$78.2K	0.36%	79
2023 Q3	$366K	Sell	14,248 -514	-3%	-$13.2K	0.36%	83
2023 Q2	$380K	Sell	14,762 -373	-2%	-$9.6K	0.38%	83
2023 Q1	$392K	Sell	15,135 -1,416	-9%	-$36.5K	0.45%	68
2022 Q4	$426K	Buy	16,551 +4,927	+42%	+$126K	0.52%	53
2022 Q3	$296K	Sell	11,624 -2,987	-20%	-$77.4K	0.38%	79
2022 Q2	$380K	Sell	14,611 -443	-3%	-$11.4K	0.43%	61
2022 Q1	$391K	Buy	15,054 +489	+3%	+$12.9K	0.37%	75
2021 Q4	$391K	Buy	+14,565	New	+$391K	0.36%	77

Other funds holding IBMM

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

First Affirmative Financial Network's IBMM Position: Q2 2024 in Review

First Affirmative Financial Network sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2024, closing a stake of 16,990 shares — an estimated $441K sold.

First Affirmative Financial Network first reported a position in IBMM in Q4 2021 and held it in 10 quarters. The position peaked at $448K in Q4 2023. 164 funds tracked by Wall St. Rank hold IBMM as of Q2 2024.

First Affirmative Financial Network reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
First Affirmative Financial Network sold 16,990 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2024, an estimated $441K.
First Affirmative Financial Network first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2021 and held it in 10 quarters.
First Affirmative Financial Network's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $448K in Q4 2023.
164 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2024.

Based on First Affirmative Financial Network's 13F filing for Q2 2024, filed 10 Jul 2024.