Glenview Trust’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Glenview Trust’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	-330,556	Closed	-$8.63M	–	502
2024 Q3	$8.63M	Sell	330,556 -446	-0.1%	-$11.6K	0.17%	108
2024 Q2	$8.62M	Sell	331,002 -200	-0.1%	-$5.2K	0.17%	105
2024 Q1	$8.59M	Sell	331,202 -90	-0%	-$2.33K	0.18%	107
2023 Q4	$8.59M	Buy	331,292 +1,311	+0.4%	+$33.8K	0.21%	104
2023 Q3	$8.48M	Buy	329,981 +2,948	+0.9%	+$75.9K	0.23%	98
2023 Q2	$8.42M	Buy	327,033 +424	+0.1%	+$10.9K	0.23%	98
2023 Q1	$8.45M	Buy	326,609 +1,151	+0.4%	+$29.7K	0.25%	95
2022 Q4	$8.38M	Buy	325,458 +9,533	+3%	+$245K	0.28%	91
2022 Q3	$8.06M	Buy	315,925 +22,199	+8%	+$575K	0.31%	82
2022 Q2	$7.64M	Buy	+293,726	New	+$7.59M	0.28%	89

Other funds holding IBMM

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

Glenview Trust's IBMM Position: Q4 2024 in Review

Glenview Trust sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 330,556 shares — an estimated $8.63M sold.

Glenview Trust first reported a position in IBMM in Q2 2022 and held it in 10 quarters. The position peaked at $8.63M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

Glenview Trust reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Glenview Trust sold 330,556 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $8.63M.
Glenview Trust first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 10 quarters.
Glenview Trust's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $8.63M in Q3 2024.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Glenview Trust's 13F filing for Q4 2024, filed 10 Feb 2025.