Focus Partners Wealth
IBMM

Focus Partners Wealth’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Focus Partners Wealth’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
-193,984
Closed -$5.06M – 1989
2024
Q3 		$5.06M Sell
193,984
-21,092
-10% -$550K 0.02% 557
2024
Q2 		$5.6M Sell
215,076
-20,073
-9% -$521K 0.02% 480
2024
Q1 		$6.1M Sell
235,149
-62,933
-21% -$1.63M 0.05% 288
2023
Q4 		$7.73M Buy
+298,082
New +$7.69M 0.1% 178

Other funds holding IBMM

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

Focus Partners Wealth's IBMM Position: Q4 2024 in Review

Focus Partners Wealth sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 193,984 shares — an estimated $5.06M sold.

Focus Partners Wealth first reported a position in IBMM in Q4 2023 and held it in 4 quarters. The position peaked at $7.73M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Focus Partners Wealth reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 193,984 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $5.06M.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • Focus Partners Wealth's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $7.73M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.