PS
IBMM

Principal Securities’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Principal Securities’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
-3,037
Closed -$79.3K – 3673
2024
Q3 		$79.3K Buy
3,037
+53
+2% +$1.38K ﹤0.01% 1498
2024
Q2 		$77.7K Buy
2,984
+30
+1% +$779 ﹤0.01% 1427
2024
Q1 		$76.7K Buy
2,954
+285
+11% +$7.39K ﹤0.01% 1380
2023
Q4 		$69.2K Buy
+2,669
New +$68.9K ﹤0.01% 1339

Other funds holding IBMM

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

Principal Securities's IBMM Position: Q4 2024 in Review

Principal Securities sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 3,037 shares — an estimated $79.3K sold.

Principal Securities first reported a position in IBMM in Q4 2023 and held it in 4 quarters. The position peaked at $79.3K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Principal Securities reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 3,037 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $79.3K.
  • Principal Securities first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • Principal Securities's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $79.3K 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 Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.