FI
IBMM

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

FormulaFolio 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
2021
Q1 		– Sell
-7,738
Closed -$210K – 862
2020
Q4 		$210K Buy
+7,738
New +$209K ﹤0.01% 624

Other funds holding IBMM

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

FormulaFolio Investments's IBMM Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2021, closing a stake of 7,738 shares — an estimated $210K sold.

FormulaFolio Investments first reported a position in IBMM in Q4 2020 and held it in 1 quarter. The position peaked at $210K in Q4 2020. 98 funds tracked by Wall St. Rank hold IBMM as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 7,738 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2021, an estimated $210K.
  • FormulaFolio Investments first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $210K in Q4 2020.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.