GG
IBMM

Gofen & Glossberg’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Gofen & Glossberg’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 		$206K Hold
8,000
– – 0.01% 522
2022
Q3 		$204K Hold
8,000
– – 0.01% 498
2022
Q2 		$208K Buy
+8,000
New +$207K 0.01% 498

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

Gofen & Glossberg's IBMM Position: Q4 2022 in Review

Gofen & Glossberg held its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) position steady in Q4 2022 at 8,000 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #522.

Gofen & Glossberg first reported a position in IBMM in Q2 2022 and has held it in 3 quarters since. The position peaked at $208K in Q2 2022. 151 funds tracked by Wall St. Rank hold IBMM as of Q4 2022.

  • Gofen & Glossberg held 8,000 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $206K as of Q4 2022.
  • Gofen & Glossberg left its iShares iBonds Dec 2024 Term Muni Bond ETF share count unchanged in Q4 2022.
  • iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #522 holding.
  • Gofen & Glossberg first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • Gofen & Glossberg's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $208K in Q2 2022.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.