OIA
IBMM

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

OneDigital Investment 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
2018
Q4 		– Sell
-5,974
Closed -$150K – 1351
2018
Q3 		$150K Buy
+5,974
New +$151K 0.04% 221

Other funds holding IBMM

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

OneDigital Investment Advisors's IBMM Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2018, closing a stake of 5,974 shares — an estimated $150K sold.

OneDigital Investment Advisors first reported a position in IBMM in Q3 2018 and held it in 1 quarter. The position peaked at $150K in Q3 2018. 32 funds tracked by Wall St. Rank hold IBMM as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,974 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2018, an estimated $150K.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2018 and held it in 1 quarter.
  • OneDigital Investment Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $150K in Q3 2018.
  • 32 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.