LB
IBMM

Leo Brokerage’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Leo Brokerage’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 		$1.41M Buy
54,574
+1,002
+2% +$25.8K 0.16% 96
2023
Q1 		$1.39M Buy
+53,572
New +$1.38M 0.21% 93

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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leo Brokerage's IBMM Position: Q2 2023 in Review

Leo Brokerage increased its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) stake by 1.9% in Q2 2023, buying an estimated $25.8K and bringing the position to 54,574 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #96.

Leo Brokerage first reported a position in IBMM in Q1 2023 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold IBMM as of Q2 2023.

  • Leo Brokerage held 54,574 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $1.41M as of Q2 2023.
  • Leo Brokerage bought 1,002 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2023, an estimated $25.8K.
  • iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.16% of Leo Brokerage's portfolio in Q2 2023, its #96 holding.
  • Leo Brokerage first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.