KCM
IBMM

Kathmere Capital Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Kathmere Capital 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
-106,846
Closed -$2.79M – 433
2024
Q3 		$2.79M Sell
106,846
-564,221
-84% -$14.7M 0.26% 68
2024
Q2 		$17.5M Buy
671,067
+22,386
+3% +$582K 1.85% 14
2024
Q1 		$16.8M Buy
648,681
+55,952
+9% +$1.45M 1.92% 15
2023
Q4 		$15.4M Buy
592,729
+487,041
+461% +$12.6M 1.99% 20
2023
Q3 		$2.72M Buy
+105,688
New +$2.72M 0.4% 44

Other funds holding IBMM

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

Kathmere Capital Management's IBMM Position: Q4 2024 in Review

Kathmere Capital Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 106,846 shares — an estimated $2.79M sold.

Kathmere Capital Management first reported a position in IBMM in Q3 2023 and held it in 5 quarters. The position peaked at $17.5M in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Kathmere Capital Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kathmere Capital Management sold 106,846 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $2.79M.
  • Kathmere Capital Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2023 and held it in 5 quarters.
  • Kathmere Capital Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $17.5M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Kathmere Capital Management's 13F filing for Q4 2024, filed 14 Jan 2025.