GSEP
IBMM

Golden State Equity Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Golden State Equity Partners’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
-914
Closed -$23.9K – 921
2024
Q3 		$23.9K Buy
+914
New +$23.8K 0.01% 489

Other funds holding IBMM

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

Golden State Equity Partners's IBMM Position: Q4 2024 in Review

Golden State Equity Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 914 shares — an estimated $23.9K sold.

Golden State Equity Partners first reported a position in IBMM in Q3 2024 and held it in 1 quarter. The position peaked at $23.9K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Golden State Equity Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 914 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $23.9K.
  • Golden State Equity Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $23.9K 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 Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.