Guidance Point Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Guidance Point Advisors’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
2023 Q3	–	Sell	-9,029	Closed	-$233K	–	78
2023 Q2	$233K	Sell	9,029 -427	-5%	-$11K	0.09%	70
2023 Q1	$245K	Buy	9,456 +6	+0.1%	+$155	0.1%	68
2022 Q4	$243K	Sell	9,450 -840	-8%	-$21.6K	0.1%	69
2022 Q3	$262K	Buy	10,290 +671	+7%	+$17.4K	0.12%	70
2022 Q2	$250K	Buy	9,619 +1,057	+12%	+$27.3K	0.11%	75
2022 Q1	$222K	Buy	8,562 +3	+0%	+$79	0.08%	86
2021 Q4	$229K	Buy	8,559 +5,218	+156%	+$140K	0.08%	81
2021 Q3	$89K	Buy	+3,341	New	+$90.3K	0.03%	123

Other funds holding IBMM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guidance Point Advisors's IBMM Position: Q3 2023 in Review

Guidance Point Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2023, closing a stake of 9,029 shares — an estimated $233K sold.

Guidance Point Advisors first reported a position in IBMM in Q3 2021 and held it in 8 quarters. The position peaked at $262K in Q3 2022. 148 funds tracked by Wall St. Rank hold IBMM as of Q3 2023.

Guidance Point Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Guidance Point Advisors sold 9,029 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2023, an estimated $233K.
Guidance Point Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2021 and held it in 8 quarters.
Guidance Point Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $262K in Q3 2022.
148 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2023.

Based on Guidance Point Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.