Reframe Wealth’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Reframe Wealth’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
2022 Q4	$728K	Buy	+28,286	New	+$726K	0.28%	28

Other funds holding IBMM

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Reframe Wealth's IBMM Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2022: 28,286 shares worth $728K. The stake represents 0.28% of the portfolio and ranks #28 among its holdings.

151 funds tracked by Wall St. Rank hold IBMM as of Q4 2022.

Reframe Wealth held 28,286 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $728K as of Q4 2022.
iShares iBonds Dec 2024 Term Muni Bond ETF was a new Reframe Wealth position in Q4 2022.
iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.28% of Reframe Wealth's portfolio in Q4 2022, its #28 holding.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.