JWCA
IBMM

J.W. Cole Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

J.W. Cole Advisors’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
2022
Q4 		– Sell
-9,559
Closed -$244K – 783
2022
Q3 		$244K Buy
+9,559
New +$248K 0.02% 612

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

J.W. Cole Advisors's IBMM Position: Q4 2022 in Review

J.W. Cole Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2022, closing a stake of 9,559 shares — an estimated $244K sold.

J.W. Cole Advisors first reported a position in IBMM in Q3 2022 and held it in 1 quarter. The position peaked at $244K in Q3 2022. 151 funds tracked by Wall St. Rank hold IBMM as of Q4 2022.

  • J.W. Cole Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,559 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2022, an estimated $244K.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • J.W. Cole Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $244K in Q3 2022.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2022.

Based on J.W. Cole Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.