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Little House Capital’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Little House Capital’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-46,529
Closed -$1.06M – 119
2024
Q1 		$1.06M Buy
+46,529
New +$1.18M 0.35% 69

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Little House Capital's IBMR Position: Q2 2024 in Review

Little House Capital sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2024, closing a stake of 46,529 shares — an estimated $1.06M sold.

Little House Capital first reported a position in IBMR in Q1 2024 and held it in 1 quarter. The position peaked at $1.06M in Q1 2024. 50 funds tracked by Wall St. Rank hold IBMR as of Q2 2024.

  • Little House Capital reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Little House Capital sold 46,529 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2024, an estimated $1.06M.
  • Little House Capital first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and held it in 1 quarter.
  • Little House Capital's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.06M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2024.

Based on Little House Capital's 13F filing for Q2 2024, filed 2 Aug 2024.