ORG Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

ORG Partners’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	-3,840	Closed	-$100K	–	1344
2024 Q3	$100K	Hold	3,840	–	–	0.02%	383
2024 Q2	$99.8K	Buy	+3,840	New	+$99.8K	0.01%	599
2024 Q1	–	Sell	-3,840	Closed	-$99.6K	–	1181
2023 Q4	$99.6K	Hold	3,840	–	–	0.02%	396
2023 Q3	$98.6K	Hold	3,840	–	–	0.03%	406
2023 Q2	$98.9K	Buy	+3,840	New	+$98.8K	0.02%	522

Other funds holding IBMM

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

ORG Partners's IBMM Position: Q4 2024 in Review

ORG Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 3,840 shares — an estimated $100K sold.

ORG Partners first reported a position in IBMM in Q2 2023 and held it in 5 quarters. The position peaked at $100K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

ORG Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
ORG Partners sold 3,840 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $100K.
ORG Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2023 and held it in 5 quarters.
ORG Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $100K 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 ORG Partners's 13F filing for Q4 2024, filed 10 Jan 2025.