HW
IBMM

Hedeker Wealth’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Hedeker Wealth’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
Q2 		– Sell
-36,663
Closed -$948K – 95
2023
Q1 		$948K Sell
36,663
-18,567
-34% -$479K 0.34% 74
2022
Q4 		$1.42M Buy
+55,230
New +$1.42M 0.53% 69

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
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hedeker Wealth's IBMM Position: Q2 2023 in Review

Hedeker Wealth sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2023, closing a stake of 36,663 shares — an estimated $948K sold.

Hedeker Wealth first reported a position in IBMM in Q4 2022 and held it in 2 quarters. The position peaked at $1.42M in Q4 2022. 152 funds tracked by Wall St. Rank hold IBMM as of Q2 2023.

  • Hedeker Wealth reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Hedeker Wealth sold 36,663 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2023, an estimated $948K.
  • Hedeker Wealth first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 2 quarters.
  • Hedeker Wealth's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.42M in Q4 2022.
  • 152 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2023.

Based on Hedeker Wealth's 13F filing for Q2 2023, filed 21 Jul 2023.