LF
IBMM

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

LifeSteps 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
2020
Q2 		– Sell
-30,747
Closed -$804K – 82
2020
Q1 		$804K Buy
30,747
+2,489
+9% +$65.8K 0.93% 28
2019
Q4 		$747K Buy
+28,258
New +$746K 0.71% 30

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LifeSteps Financial's IBMM Position: Q2 2020 in Review

LifeSteps Financial sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2020, closing a stake of 30,747 shares — an estimated $804K sold.

LifeSteps Financial first reported a position in IBMM in Q4 2019 and held it in 2 quarters. The position peaked at $804K in Q1 2020. 73 funds tracked by Wall St. Rank hold IBMM as of Q2 2020.

  • LifeSteps Financial reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • LifeSteps Financial sold 30,747 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2020, an estimated $804K.
  • LifeSteps Financial first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2019 and held it in 2 quarters.
  • LifeSteps Financial's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $804K in Q1 2020.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2020.

Based on LifeSteps Financial's 13F filing for Q2 2020, filed 5 Aug 2020.