GFPC
IBMM

Global Financial Private Client’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Global Financial Private Client’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
-34,145
Closed -$891K – 1686
2024
Q3 		$891K Buy
34,145
+634
+2% +$16.5K 0.35% 80
2024
Q2 		$873K Buy
33,511
+664
+2% +$17.2K 0.37% 73
2024
Q1 		$851K Sell
32,847
-483
-1% -$12.5K 0.37% 78
2023
Q4 		$864K Sell
33,330
-19,065
-36% -$492K 0.4% 70
2023
Q3 		$1.34M Sell
52,395
-7,491
-13% -$193K 0.69% 34
2023
Q2 		$1.54M Sell
59,886
-1,373
-2% -$35.3K 0.76% 27
2023
Q1 		$1.58M Buy
61,259
+27,994
+84% +$722K 0.82% 27
2022
Q4 		$857K Buy
33,265
+818
+3% +$21K 0.48% 48
2022
Q3 		$828K Buy
32,447
+9,492
+41% +$246K 0.48% 55
2022
Q2 		$597K Buy
+22,955
New +$593K 0.34% 69

Other funds holding IBMM

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

Global Financial Private Client's IBMM Position: Q4 2024 in Review

Global Financial Private Client sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 34,145 shares — an estimated $891K sold.

Global Financial Private Client first reported a position in IBMM in Q2 2022 and held it in 10 quarters. The position peaked at $1.58M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Global Financial Private Client reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Global Financial Private Client sold 34,145 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $891K.
  • Global Financial Private Client first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 10 quarters.
  • Global Financial Private Client's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.58M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Global Financial Private Client's 13F filing for Q4 2024, filed 14 Jan 2025.