Flow Traders U.S.’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Flow Traders U.S.’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 Q3	–	Sell	-32,647	Closed	-$850K	–	1271
2024 Q2	$850K	Sell	32,647 -16,060	-33%	-$417K	0.04%	400
2024 Q1	$1.26M	Buy	+48,707	New	+$1.26M	0.07%	270
2023 Q2	–	Sell	-172,980	Closed	-$4.48M	–	1259
2023 Q1	$4.48M	Buy	+172,980	New	+$4.46M	0.18%	84
2022 Q3	–	Sell	-45,807	Closed	-$1.19M	–	1363
2022 Q2	$1.19M	Buy	+45,807	New	+$1.18M	0.06%	289
2022 Q1	–	Sell	-14,103	Closed	-$378K	–	1095
2021 Q4	$378K	Buy	14,103 +4,614	+49%	+$124K	0.02%	555
2021 Q3	$256K	Sell	9,489 -17,214	-64%	-$465K	0.01%	862
2021 Q2	$721K	Buy	+26,703	New	+$721K	0.04%	486
2020 Q3	–	Sell	-14,820	Closed	-$400K	–	685
2020 Q2	$400K	Buy	+14,820	New	+$394K	0.03%	314
2020 Q1	–	Sell	-38,358	Closed	-$1.01M	–	468
2019 Q4	$1.01M	Buy	+38,358	New	+$1.01M	0.09%	128
2019 Q3	–	Sell	-21,053	Closed	-$553K	–	436
2019 Q2	$553K	Buy	+21,053	New	+$548K	0.04%	182

Other funds holding IBMM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Flow Traders U.S.'s IBMM Position: Q3 2024 in Review

Flow Traders U.S. sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2024, closing a stake of 32,647 shares — an estimated $850K sold.

Flow Traders U.S. first reported a position in IBMM in Q2 2019 and held it in 10 quarters. The position peaked at $4.48M in Q1 2023. 156 funds tracked by Wall St. Rank hold IBMM as of Q3 2024.

Flow Traders U.S. reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
Flow Traders U.S. sold 32,647 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2024, an estimated $850K.
Flow Traders U.S. first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2019 and held it in 10 quarters.
Flow Traders U.S.'s iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $4.48M in Q1 2023.
156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2024.

Based on Flow Traders U.S.'s 13F filing for Q3 2024, filed 14 Nov 2024.