LF
IBMM

Lee Financial’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Lee Financial’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
-67,920
Closed -$1.76M – 850
2023
Q1 		$1.76M Hold
67,920
– – 0.3% 38
2022
Q4 		$1.75M Hold
67,920
– – 0.3% 44
2022
Q3 		$1.73M Buy
67,920
+9,670
+17% +$251K 0.32% 41
2022
Q2 		$1.51M Buy
+58,250
New +$1.51M 0.28% 50

Other funds holding IBMM

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial's IBMM Position: Q2 2023 in Review

Lee Financial sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2023, closing a stake of 67,920 shares — an estimated $1.76M sold.

Lee Financial first reported a position in IBMM in Q2 2022 and held it in 4 quarters. The position peaked at $1.76M in Q1 2023. 152 funds tracked by Wall St. Rank hold IBMM as of Q2 2023.

  • Lee Financial reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Lee Financial sold 67,920 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2023, an estimated $1.76M.
  • Lee Financial first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 4 quarters.
  • Lee Financial's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.76M in Q1 2023.
  • 152 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.