Klingman & Associates’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Klingman & Associates’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 Q2	–	Sell	-8,278	Closed	-$214K	–	219
2023 Q1	$214K	Sell	8,278 -2,315	-22%	-$59.7K	0.02%	190
2022 Q4	$273K	Sell	10,593 -2,295	-18%	-$58.9K	0.02%	167
2022 Q3	$329K	Buy	12,888 +2,900	+29%	+$75.1K	0.03%	139
2022 Q2	$260K	Buy	+9,988	New	+$258K	0.03%	160
2021 Q2	–	Sell	-8,880	Closed	-$240K	–	180
2021 Q1	$240K	Sell	8,880 -500	-5%	-$13.5K	0.02%	147
2020 Q4	$254K	Hold	9,380	–	–	0.03%	133
2020 Q3	$254K	Hold	9,380	–	–	0.03%	123
2020 Q2	$253K	Sell	9,380 -330	-3%	-$8.78K	0.04%	110
2020 Q1	$254K	Buy	+9,710	New	+$257K	0.05%	103

Other funds holding IBMM

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Klingman & Associates's IBMM Position: Q2 2023 in Review

Klingman & Associates sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2023, closing a stake of 8,278 shares — an estimated $214K sold.

Klingman & Associates first reported a position in IBMM in Q1 2020 and held it in 9 quarters. The position peaked at $329K in Q3 2022. 152 funds tracked by Wall St. Rank hold IBMM as of Q2 2023.

Klingman & Associates reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Klingman & Associates sold 8,278 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2023, an estimated $214K.
Klingman & Associates first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2020 and held it in 9 quarters.
Klingman & Associates's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $329K in Q3 2022.
152 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2023.

Based on Klingman & Associates's 13F filing for Q2 2023, filed 31 Jul 2023.