QFA
IBMM

Quantum Financial Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Quantum Financial 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
Q3 		– Sell
-113,348
Closed -$2.95M – 199
2024
Q2 		$2.95M Sell
113,348
-15,807
-12% -$411K 0.52% 38
2024
Q1 		$3.35M Buy
+129,155
New +$3.35M 0.62% 29

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quantum Financial Advisors's IBMM Position: Q3 2024 in Review

Quantum Financial Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2024, closing a stake of 113,348 shares — an estimated $2.95M sold.

Quantum Financial Advisors first reported a position in IBMM in Q1 2024 and held it in 2 quarters. The position peaked at $3.35M in Q1 2024. 156 funds tracked by Wall St. Rank hold IBMM as of Q3 2024.

  • Quantum Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Quantum Financial Advisors sold 113,348 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2024, an estimated $2.95M.
  • Quantum Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2024 and held it in 2 quarters.
  • Quantum Financial Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $3.35M in Q1 2024.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2024.

Based on Quantum Financial Advisors's 13F filing for Q3 2024, filed 4 Oct 2024.