JAG
IBMM

Journey Advisory Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Journey Advisory Group’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
Q4 		– Sell
-15,741
Closed -$404K – 224
2023
Q3 		$404K Sell
15,741
-5,000
-24% -$129K 0.06% 160
2023
Q2 		$534K Hold
20,741
– – 0.08% 146
2023
Q1 		$537K Buy
+20,741
New +$535K 0.08% 145

Other funds holding IBMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Journey Advisory Group's IBMM Position: Q4 2023 in Review

Journey Advisory Group sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2023, closing a stake of 15,741 shares — an estimated $404K sold.

Journey Advisory Group first reported a position in IBMM in Q1 2023 and held it in 3 quarters. The position peaked at $537K in Q1 2023. 159 funds tracked by Wall St. Rank hold IBMM as of Q4 2023.

  • Journey Advisory Group reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Journey Advisory Group sold 15,741 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2023, an estimated $404K.
  • Journey Advisory Group first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and held it in 3 quarters.
  • Journey Advisory Group's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $537K in Q1 2023.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2023.

Based on Journey Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.