IWM
IBMM

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

IHT Wealth 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
-63,415
Closed -$1.66M – 1232
2024
Q3 		$1.66M Buy
63,415
+359
+0.6% +$9.36K 0.05% 372
2024
Q2 		$1.64M Buy
63,056
+312
+0.5% +$8.11K 0.06% 299
2024
Q1 		$1.63M Buy
62,744
+38,741
+161% +$1.01M 0.07% 305
2023
Q4 		$622K Buy
24,003
+141
+0.6% +$3.64K 0.03% 526
2023
Q3 		$613K Buy
23,862
+104
+0.4% +$2.68K 0.03% 485
2023
Q2 		$612K Buy
23,758
+98
+0.4% +$2.52K 0.03% 480
2023
Q1 		$612K Buy
+23,660
New +$611K 0.03% 447

Other funds holding IBMM

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

IHT Wealth Management's IBMM Position: Q4 2024 in Review

IHT Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 63,415 shares — an estimated $1.66M sold.

IHT Wealth Management first reported a position in IBMM in Q1 2023 and held it in 7 quarters. The position peaked at $1.66M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • IHT Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 63,415 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $1.66M.
  • IHT Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and held it in 7 quarters.
  • IHT Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.66M 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 IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.