LWCFA
IBMM

Loring Wolcott & Coolidge Fiduciary Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q3 		– Sell
-1,020
Closed -$26.3K – 665
2023
Q2 		$26.3K Buy
+1,020
New +$26.2K ﹤0.01% 481

Other funds holding IBMM

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $103B AUM 28.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IBMM Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2023, closing a stake of 1,020 shares — an estimated $26.3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IBMM in Q2 2023 and held it in 1 quarter. The position peaked at $26.3K in Q2 2023. 148 funds tracked by Wall St. Rank hold IBMM as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,020 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2023, an estimated $26.3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $26.3K in Q2 2023.
  • 148 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.