GSIAS
IBMM

Garden State Investment Advisory Services’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Garden State Investment Advisory Services’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
-17,265
Closed -$451K – 301
2024
Q3 		$451K Sell
17,265
-14,550
-46% -$379K 0.14% 128
2024
Q2 		$829K Buy
31,815
+7
+0% +$182 0.29% 72
2024
Q1 		$825K Buy
31,808
+1
+0% +$26 0.3% 73
2023
Q4 		$825K Sell
31,807
-4,991
-14% -$129K 0.33% 67
2023
Q3 		$945K Buy
36,798
+2,522
+7% +$64.9K 0.43% 49
2023
Q2 		$883K Buy
34,276
+14,335
+72% +$369K 0.35% 58
2023
Q1 		$516K Buy
19,941
+1,406
+8% +$36.3K 0.22% 86
2022
Q4 		$477K Buy
+18,535
New +$476K 0.28% 84

Other funds holding IBMM

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

Garden State Investment Advisory Services's IBMM Position: Q4 2024 in Review

Garden State Investment Advisory Services sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 17,265 shares — an estimated $451K sold.

Garden State Investment Advisory Services first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $945K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Garden State Investment Advisory Services reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 17,265 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $451K.
  • Garden State Investment Advisory Services first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
  • Garden State Investment Advisory Services's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $945K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.