Kades & Cheifetz’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Kades & Cheifetz’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 Q4	$384K	Buy	+15,356	New	+$386K	0.2%	77

Other funds holding IBMR

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Kades & Cheifetz's IBMR Position: Q4 2024 in Review

Kades & Cheifetz opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q4 2024: 15,356 shares worth $384K. The stake represents 0.2% of the portfolio and ranks #77 among its holdings.

84 funds tracked by Wall St. Rank hold IBMR as of Q4 2024.

Kades & Cheifetz held 15,356 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $384K as of Q4 2024.
iShares iBonds Dec 2029 Term Muni Bond ETF was a new Kades & Cheifetz position in Q4 2024.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.2% of Kades & Cheifetz's portfolio in Q4 2024, its #77 holding.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.