FAM
IBMM

Forte Asset Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Forte Asset Management’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
2023
Q3 		– Sell
-35,400
Closed -$912K – 60
2023
Q2 		$912K Hold
35,400
– – 0.59% 38
2023
Q1 		$916K Hold
35,400
– – 0.61% 38
2022
Q4 		$912K Hold
35,400
– – 0.59% 43
2022
Q3 		$903K Hold
35,400
– – 0.6% 42
2022
Q2 		$920K Buy
+35,400
New +$915K 0.64% 41

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forte Asset Management's IBMM Position: Q3 2023 in Review

Forte Asset Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2023, closing a stake of 35,400 shares — an estimated $912K sold.

Forte Asset Management first reported a position in IBMM in Q2 2022 and held it in 5 quarters. The position peaked at $920K in Q2 2022. 148 funds tracked by Wall St. Rank hold IBMM as of Q3 2023.

  • Forte Asset Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Forte Asset Management sold 35,400 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2023, an estimated $912K.
  • Forte Asset Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 5 quarters.
  • Forte Asset Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $920K in Q2 2022.
  • 148 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2023.

Based on Forte Asset Management's 13F filing for Q3 2023, filed 17 Oct 2023.