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

Prime Capital 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
2024 Q4	–	Sell	-9,877	Closed	-$258K	–	981
2024 Q3	$258K	Sell	9,877 -1,434	-13%	-$37.4K	﹤0.01%	783
2024 Q2	$295K	Sell	11,311 -1,069	-9%	-$27.8K	﹤0.01%	727
2024 Q1	$321K	Sell	12,380 -2,790	-18%	-$72.4K	﹤0.01%	756
2023 Q4	$393K	Sell	15,170 -1,999	-12%	-$51.6K	0.01%	652
2023 Q3	$441K	Buy	17,169 +6,213	+57%	+$160K	0.01%	491
2023 Q2	$282K	Buy	10,956 +2,999	+38%	+$77.2K	0.01%	620
2023 Q1	$206K	Buy	+7,957	New	+$205K	0.01%	507

Other funds holding IBMM

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

Prime Capital Investment Advisors's IBMM Position: Q4 2024 in Review

Prime Capital Investment Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 9,877 shares — an estimated $258K sold.

Prime Capital Investment Advisors first reported a position in IBMM in Q1 2023 and held it in 7 quarters. The position peaked at $441K in Q3 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

Prime Capital Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 9,877 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $258K.
Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and held it in 7 quarters.
Prime Capital Investment Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $441K 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 Prime Capital Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.