GAM
IBMM

Gould Asset Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Gould Asset Management’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
-16,690
Closed -$436K – 173
2024
Q3 		$436K Hold
16,690
– – 0.09% 104
2024
Q2 		$435K Hold
16,690
– – 0.1% 101
2024
Q1 		$433K Hold
16,690
– – 0.1% 103
2023
Q4 		$433K Buy
16,690
+8,030
+93% +$207K 0.11% 96
2023
Q3 		$222K Buy
8,660
+350
+4% +$9.01K 0.06% 128
2023
Q2 		$214K Sell
8,310
-35
-0.4% -$900 0.06% 137
2023
Q1 		$216K Sell
8,345
-6,570
-44% -$170K 0.06% 132
2022
Q4 		$384K Buy
+14,915
New +$383K 0.12% 106

Other funds holding IBMM

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

Gould Asset Management's IBMM Position: Q4 2024 in Review

Gould Asset Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 16,690 shares — an estimated $436K sold.

Gould Asset Management first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $436K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Gould Asset Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Gould Asset Management sold 16,690 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $436K.
  • Gould Asset Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
  • Gould Asset Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $436K 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 Gould Asset Management's 13F filing for Q4 2024, filed 7 Feb 2025.