PGAM
IBMM

Princeton Global Asset Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Princeton Global Asset 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
-17,904
Closed -$467K – 696
2024
Q3 		$467K Hold
17,904
– – 0.09% 133
2024
Q2 		$466K Hold
17,904
– – 0.1% 115
2024
Q1 		$465K Hold
17,904
– – 0.11% 108
2023
Q4 		$464K Buy
17,904
+3,085
+21% +$79.6K 0.12% 109
2023
Q3 		$381K Buy
14,819
+775
+6% +$19.9K 0.11% 114
2023
Q2 		$362K Hold
14,044
– – 0.11% 120
2023
Q1 		$363K Hold
14,044
– – 0.1% 122
2022
Q4 		$362K Hold
14,044
– – 0.12% 117
2022
Q3 		$358K Hold
14,044
– – 0.12% 114
2022
Q2 		$365K Buy
14,044
+10,848
+339% +$280K 0.12% 120
2022
Q1 		$83K Buy
3,196
+1,900
+147% +$50.1K 0.02% 220
2021
Q4 		$35K Buy
1,296
+372
+40% +$9.99K 0.01% 290
2021
Q3 		$25K Hold
924
– – 0.01% 322
2021
Q2 		$25K Hold
924
– – 0.01% 331
2021
Q1 		$25K Buy
+924
New +$25K 0.01% 308

Other funds holding IBMM

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

Princeton Global Asset Management's IBMM Position: Q4 2024 in Review

Princeton Global Asset Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 17,904 shares — an estimated $467K sold.

Princeton Global Asset Management first reported a position in IBMM in Q1 2021 and held it in 15 quarters. The position peaked at $467K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Princeton Global Asset Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Princeton Global Asset Management sold 17,904 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $467K.
  • Princeton Global Asset Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2021 and held it in 15 quarters.
  • Princeton Global Asset Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $467K 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 Princeton Global Asset Management's 13F filing for Q4 2024, filed 24 Jan 2025.