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IBMM

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

NewEdge 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
-530,450
Closed -$13.8M – 4088
2024
Q3 		$13.8M Buy
530,450
+10,714
+2% +$279K 0.09% 228
2024
Q2 		$13.5M Buy
519,736
+4,802
+0.9% +$125K 0.1% 206
2024
Q1 		$13.4M Sell
514,934
-176
-0% -$4.57K 0.12% 184
2023
Q4 		$13.4M Sell
515,110
-2,242
-0.4% -$57.8K 0.13% 172
2023
Q3 		$13.3M Buy
517,352
+80,756
+18% +$2.08M 0.15% 149
2023
Q2 		$11.2M Sell
436,596
-143,963
-25% -$3.7M 0.13% 168
2023
Q1 		$15M Sell
580,559
-7,461
-1% -$193K 0.19% 122
2022
Q4 		$5.1M Buy
588,020
+74,373
+14% +$1.91M 0.14% 159
2022
Q3 		$13.1M Buy
513,647
+59,018
+13% +$1.53M 0.22% 119
2022
Q2 		$11.8M Buy
454,629
+439,511
+2,907% +$11.4M 0.2% 126
2022
Q1 		$393K Buy
+15,118
New +$399K 0.01% 903

Other funds holding IBMM

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

NewEdge Advisors's IBMM Position: Q4 2024 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 530,450 shares — an estimated $13.8M sold.

NewEdge Advisors first reported a position in IBMM in Q1 2022 and held it in 11 quarters. The position peaked at $15M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 530,450 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $13.8M.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2022 and held it in 11 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $15M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.