PCH
IBMM

PGIM Custom Harvest’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

PGIM Custom Harvest’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
-9,682
Closed -$253K – 272
2024
Q3 		$253K Sell
9,682
-1,434
-13% -$37.4K 0.01% 207
2024
Q2 		$290K Hold
11,116
– – 0.01% 185
2024
Q1 		$288K Sell
11,116
-3,341
-23% -$86.7K 0.01% 171
2023
Q4 		$375K Sell
14,457
-3,068
-18% -$79.1K 0.01% 143
2023
Q3 		$450K Buy
17,525
+6,213
+55% +$160K 0.02% 123
2023
Q2 		$291K Buy
11,312
+2,999
+36% +$77.2K 0.01% 147
2023
Q1 		$215K Buy
+8,313
New +$215K 0.01% 188

Other funds holding IBMM

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

PGIM Custom Harvest's IBMM Position: Q4 2024 in Review

PGIM Custom Harvest sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 9,682 shares — an estimated $253K sold.

PGIM Custom Harvest first reported a position in IBMM in Q1 2023 and held it in 7 quarters. The position peaked at $450K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • PGIM Custom Harvest reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • PGIM Custom Harvest sold 9,682 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $253K.
  • PGIM Custom Harvest first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and held it in 7 quarters.
  • PGIM Custom Harvest's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $450K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on PGIM Custom Harvest's 13F filing for Q4 2024, filed 13 Feb 2025.