OMC
IBMM

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

Old Mission 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
2022
Q4 		– Sell
-162,838
Closed -$4.15M – 1926
2022
Q3 		$4.15M Buy
+162,838
New +$4.22M 0.13% 113
2022
Q1 		– Sell
-16,944
Closed -$454K – 1716
2021
Q4 		$454K Buy
+16,944
New +$455K 0.02% 648

Other funds holding IBMM

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Old Mission Capital's IBMM Position: Q4 2022 in Review

Old Mission Capital sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2022, closing a stake of 162,838 shares — an estimated $4.15M sold.

Old Mission Capital first reported a position in IBMM in Q4 2021 and held it in 2 quarters. The position peaked at $4.15M in Q3 2022. 151 funds tracked by Wall St. Rank hold IBMM as of Q4 2022.

  • Old Mission Capital reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Old Mission Capital sold 162,838 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2022, an estimated $4.15M.
  • Old Mission Capital first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2021 and held it in 2 quarters.
  • Old Mission Capital's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $4.15M in Q3 2022.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2022.

Based on Old Mission Capital's 13F filing for Q4 2022, filed 14 Feb 2023.