FIM
IBMM

Freedom Investment Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Freedom Investment 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
2022
Q4 		– Sell
-9,471
Closed -$242K – 817
2022
Q3 		$242K Buy
9,471
+229
+2% +$5.93K 0.03% 614
2022
Q2 		$240K Sell
9,242
-690
-7% -$17.8K 0.03% 640
2022
Q1 		$258K Buy
9,932
+170
+2% +$4.48K 0.02% 654
2021
Q4 		$262K Sell
9,762
-1,135
-10% -$30.5K 0.02% 723
2021
Q3 		$294K Buy
+10,897
New +$294K 0.02% 640

Other funds holding IBMM

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Freedom Investment Management's IBMM Position: Q4 2022 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2022, closing a stake of 9,471 shares — an estimated $242K sold.

Freedom Investment Management first reported a position in IBMM in Q3 2021 and held it in 5 quarters. The position peaked at $294K in Q3 2021. 151 funds tracked by Wall St. Rank hold IBMM as of Q4 2022.

  • Freedom Investment Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 9,471 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2022, an estimated $242K.
  • Freedom Investment Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2021 and held it in 5 quarters.
  • Freedom Investment Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $294K in Q3 2021.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.