NovaPoint Capital’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

NovaPoint Capital’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 Q2	–	Sell	-10,136	Closed	-$263K	–	145
2024 Q1	$263K	Hold	10,136	–	–	0.09%	117
2023 Q4	$263K	Hold	10,136	–	–	0.1%	111
2023 Q3	$260K	Hold	10,136	–	–	0.1%	109
2023 Q2	$261K	Hold	10,136	–	–	0.1%	110
2023 Q1	$262K	Hold	10,136	–	–	0.11%	111
2022 Q4	$261K	Hold	10,136	–	–	0.11%	109
2022 Q3	$259K	Buy	10,136 +103	+1%	+$2.67K	0.12%	108
2022 Q2	$261K	Buy	+10,033	New	+$259K	0.11%	106

Other funds holding IBMM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NovaPoint Capital's IBMM Position: Q2 2024 in Review

NovaPoint Capital sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2024, closing a stake of 10,136 shares — an estimated $263K sold.

NovaPoint Capital first reported a position in IBMM in Q2 2022 and held it in 8 quarters. The position peaked at $263K in Q1 2024. 164 funds tracked by Wall St. Rank hold IBMM as of Q2 2024.

NovaPoint Capital reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
NovaPoint Capital sold 10,136 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2024, an estimated $263K.
NovaPoint Capital first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 8 quarters.
NovaPoint Capital's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $263K in Q1 2024.
164 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2024.

Based on NovaPoint Capital's 13F filing for Q2 2024, filed 10 Jul 2024.