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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-24,910	Closed	-$650K	–	609
2024 Q3	$650K	Buy	24,910 +4,140	+20%	+$108K	0.04%	216
2024 Q2	$541K	Buy	20,770 +10,369	+100%	+$269K	0.04%	206
2024 Q1	$270K	Buy	+10,401	New	+$270K	0.03%	252

Other funds holding IBMM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Modern Wealth Management's IBMM Position: Q4 2024 in Review

Modern Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 24,910 shares — an estimated $650K sold.

Modern Wealth Management first reported a position in IBMM in Q1 2024 and held it in 3 quarters. The position peaked at $650K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

Modern Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Modern Wealth Management sold 24,910 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $650K.
Modern Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2024 and held it in 3 quarters.
Modern Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $650K in Q3 2024.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Modern Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.