HS
IBMM

Horan Securities’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Horan Securities’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
-16,818
Closed -$439K – 142
2024
Q3 		$439K Hold
16,818
– – 0.17% 72
2024
Q2 		$438K Buy
16,818
+3,114
+23% +$80.9K 0.19% 58
2024
Q1 		$356K Buy
13,704
+1,897
+16% +$49.2K 0.17% 65
2023
Q4 		$306K Buy
11,807
+2,290
+24% +$59.1K 0.15% 73
2023
Q3 		$244K Hold
9,517
– – 0.13% 83
2023
Q2 		$245K Sell
9,517
-272
-3% -$7K 0.1% 102
2023
Q1 		$253K Buy
9,789
+4,561
+87% +$118K 0.13% 81
2022
Q4 		$135K Buy
5,228
+3,924
+301% +$101K 0.08% 124
2022
Q3 		$33K Buy
+1,304
New +$33.8K 0.02% 231

Other funds holding IBMM

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

Horan Securities's IBMM Position: Q4 2024 in Review

Horan Securities sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 16,818 shares — an estimated $439K sold.

Horan Securities first reported a position in IBMM in Q3 2022 and held it in 9 quarters. The position peaked at $439K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Horan Securities reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Horan Securities sold 16,818 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $439K.
  • Horan Securities first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2022 and held it in 9 quarters.
  • Horan Securities's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $439K 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 Horan Securities's 13F filing for Q4 2024, filed 7 Feb 2025.