LBMC Investment Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

LBMC Investment 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
2024 Q4	–	Sell	-99,407	Closed	-$2.59M	–	212
2024 Q3	$2.59M	Sell	99,407 -8,130	-8%	-$212K	0.21%	49
2024 Q2	$2.8M	Buy	107,537 +9,713	+10%	+$252K	0.24%	45
2024 Q1	$2.54M	Buy	97,824 +13,740	+16%	+$356K	0.22%	42
2023 Q4	$2.18M	Buy	84,084 +28	+0%	+$722	0.21%	37
2023 Q3	$2.16M	Buy	84,056 +20	+0%	+$515	0.23%	36
2023 Q2	$2.16M	Buy	84,036 +20	+0%	+$515	0.21%	38
2023 Q1	$2.17M	Buy	84,016 +53,978	+180%	+$1.39M	0.22%	36
2022 Q4	$773K	Buy	30,038 +16,534	+122%	+$424K	0.08%	66
2022 Q3	$344K	Buy	+13,504	New	+$350K	0.04%	106

Other funds holding IBMM

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

LBMC Investment Advisors's IBMM Position: Q4 2024 in Review

LBMC Investment Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 99,407 shares — an estimated $2.59M sold.

LBMC Investment Advisors first reported a position in IBMM in Q3 2022 and held it in 9 quarters. The position peaked at $2.8M in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

LBMC Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
LBMC Investment Advisors sold 99,407 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $2.59M.
LBMC Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2022 and held it in 9 quarters.
LBMC Investment Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $2.8M 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 LBMC Investment Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.