Harbor Investment Advisory’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Harbor Investment Advisory’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	-7,572	Closed	-$198K	–	1193
2024 Q3	$198K	Hold	7,572	–	–	0.02%	343
2024 Q2	$197K	Buy	7,572 +1,071	+16%	+$27.8K	0.02%	335
2024 Q1	$169K	Hold	6,501	–	–	0.02%	367
2023 Q4	$169K	Hold	6,501	–	–	0.02%	349
2023 Q3	$167K	Buy	6,501 +474	+8%	+$12.2K	0.02%	330
2023 Q2	$155K	Buy	6,027 +154	+3%	+$3.96K	0.02%	394
2023 Q1	$152K	Hold	5,873	–	–	0.02%	406
2022 Q4	$151K	Buy	5,873 +4,516	+333%	+$116K	0.02%	398
2022 Q3	$35K	Buy	1,357 +457	+51%	+$11.8K	0.01%	782
2022 Q2	$23K	Buy	+900	New	+$23.3K	﹤0.01%	882

Other funds holding IBMM

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

Harbor Investment Advisory's IBMM Position: Q4 2024 in Review

Harbor Investment Advisory sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 7,572 shares — an estimated $198K sold.

Harbor Investment Advisory first reported a position in IBMM in Q2 2022 and held it in 10 quarters. The position peaked at $198K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

Harbor Investment Advisory reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Harbor Investment Advisory sold 7,572 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $198K.
Harbor Investment Advisory first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 10 quarters.
Harbor Investment Advisory's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $198K 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 Harbor Investment Advisory's 13F filing for Q4 2024, filed 16 Jan 2025.