IAIM
IBMR icon

International Assets Investment Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

International Assets Investment Management’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,657
Closed -$128K – 2155
2024
Q2 		$128K Buy
+5,657
New +$141K 0.01% 867

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

International Assets Investment Management's IBMR Position: Q3 2024 in Review

International Assets Investment Management sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2024, closing a stake of 5,657 shares — an estimated $128K sold.

International Assets Investment Management first reported a position in IBMR in Q2 2024 and held it in 1 quarter. The position peaked at $128K in Q2 2024. 56 funds tracked by Wall St. Rank hold IBMR as of Q3 2024.

  • International Assets Investment Management reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 5,657 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2024, an estimated $128K.
  • International Assets Investment Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $128K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.