MWM
IBMM

Modern Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Modern Wealth Management’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,910
Closed -$650K – 608
2024
Q3 		$650K Buy
24,910
+4,140
+20% +$108K 0.04% 216
2024
Q2 		$541K Buy
20,770
+10,369
+100% +$270K 0.04% 206
2024
Q1 		$270K Buy
+10,401
New +$270K 0.03% 252