MA
IBMM

MONECO Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

MONECO 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
2024
Q4 		– Sell
-10,727
Closed -$280K – 494
2024
Q3 		$280K Hold
10,727
– – 0.03% 356
2024
Q2 		$279K Hold
10,727
– – 0.04% 334
2024
Q1 		$278K Hold
10,727
– – 0.04% 329
2023
Q4 		$278K Buy
+10,727
New +$277K 0.05% 304

Other funds holding IBMM

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

MONECO Advisors's IBMM Position: Q4 2024 in Review

MONECO Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 10,727 shares — an estimated $280K sold.

MONECO Advisors first reported a position in IBMM in Q4 2023 and held it in 4 quarters. The position peaked at $280K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • MONECO Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MONECO Advisors sold 10,727 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $280K.
  • MONECO Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • MONECO Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $280K 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 MONECO Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.