NEPWA
IBMM

New England Private Wealth Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

New England Private Wealth 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
-140,391
Closed -$3.66M – 156
2024
Q3 		$3.66M Buy
140,391
+325
+0.2% +$8.47K 0.59% 44
2024
Q2 		$3.65M Buy
140,066
+322
+0.2% +$8.37K 0.64% 41
2024
Q1 		$3.62M Buy
139,744
+197
+0.1% +$5.11K 0.64% 41
2023
Q4 		$3.62M Buy
+139,547
New +$3.6M 0.67% 40

Other funds holding IBMM

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

New England Private Wealth Advisors's IBMM Position: Q4 2024 in Review

New England Private Wealth Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 140,391 shares — an estimated $3.66M sold.

New England Private Wealth Advisors first reported a position in IBMM in Q4 2023 and held it in 4 quarters. The position peaked at $3.66M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • New England Private Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • New England Private Wealth Advisors sold 140,391 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $3.66M.
  • New England Private Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • New England Private Wealth Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $3.66M 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 New England Private Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.