PPWM
IBMM

PFG Private Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

PFG Private Wealth Management’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
-20,136
Closed -$526K – 255
2024
Q3 		$526K Buy
20,136
+253
+1% +$6.59K 0.3% 27
2024
Q2 		$518K Buy
19,883
+846
+4% +$22K 0.31% 26
2024
Q1 		$494K Sell
19,037
-6,410
-25% -$166K 0.31% 25
2023
Q4 		$660K Sell
25,447
-12,658
-33% -$327K 0.44% 21
2023
Q3 		$979K Sell
38,105
-5,031
-12% -$129K 0.73% 19
2023
Q2 		$1.11M Hold
43,136
– – 0.66% 19
2023
Q1 		$1.12M Buy
+43,136
New +$1.11M 0.71% 21

Other funds holding IBMM

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

PFG Private Wealth Management's IBMM Position: Q4 2024 in Review

PFG Private Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 20,136 shares — an estimated $526K sold.

PFG Private Wealth Management first reported a position in IBMM in Q1 2023 and held it in 7 quarters. The position peaked at $1.12M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • PFG Private Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 20,136 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $526K.
  • PFG Private Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and held it in 7 quarters.
  • PFG Private Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.12M 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 PFG Private Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.