MML Investors Services
IBMM

MML Investors Services’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

MML Investors Services’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
2024
Q3 		– Sell
-8,426
Closed -$219K – 2657
2024
Q2 		$219K Buy
+8,426
New +$219K ﹤0.01% 2300
2023
Q2 		– Sell
-8,160
Closed -$211K – 2367
2023
Q1 		$211K Sell
8,160
-10,122
-55% -$261K ﹤0.01% 1885
2022
Q4 		$471K Buy
18,282
+4,762
+35% +$122K ﹤0.01% 1543
2022
Q3 		$345K Sell
13,520
-705
-5% -$18.3K ﹤0.01% 1608
2022
Q2 		$370K Buy
14,225
+2,566
+22% +$66.3K ﹤0.01% 1564
2022
Q1 		$303K Buy
+11,659
New +$307K ﹤0.01% 1725
2021
Q4 		– Sell
-9,298
Closed -$250K – 2097
2021
Q3 		$250K Buy
+9,298
New +$251K ﹤0.01% 1734
2021
Q2 		– Sell
-7,668
Closed -$207K – 1962
2021
Q1 		$207K Buy
+7,668
New +$207K ﹤0.01% 1715

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services's IBMM Position: Q3 2024 in Review

MML Investors Services sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2024, closing a stake of 8,426 shares — an estimated $219K sold.

MML Investors Services first reported a position in IBMM in Q1 2021 and held it in 8 quarters. The position peaked at $471K in Q4 2022. 156 funds tracked by Wall St. Rank hold IBMM as of Q3 2024.

  • MML Investors Services reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • MML Investors Services sold 8,426 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2024, an estimated $219K.
  • MML Investors Services first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2021 and held it in 8 quarters.
  • MML Investors Services's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $471K in Q4 2022.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2024.

Based on MML Investors Services's 13F filing for Q3 2024, filed 15 Nov 2024.