RA
IBMM

Regis Acquisition’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Regis Acquisition’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
Q2 		$262K Hold
10,044
– – 0.16% 32
2024
Q1 		$261K Hold
10,044
– – 0.16% 32
2023
Q4 		$260K Hold
10,044
– – 0.1% 38
2023
Q3 		$258K Hold
10,044
– – 0.11% 34
2023
Q2 		$259K Hold
10,044
– – 0.11% 34
2023
Q1 		$260K Buy
+10,044
New +$259K 0.12% 34

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Regis Acquisition's IBMM Position: Q2 2024 in Review

Regis Acquisition held its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) position steady in Q2 2024 at 10,044 shares worth $262K. The position accounts for 0.16% of the portfolio, ranked #32.

Regis Acquisition first reported a position in IBMM in Q1 2023 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold IBMM as of Q2 2024.

  • Regis Acquisition held 10,044 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $262K as of Q2 2024.
  • Regis Acquisition left its iShares iBonds Dec 2024 Term Muni Bond ETF share count unchanged in Q2 2024.
  • iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.16% of Regis Acquisition's portfolio in Q2 2024, its #32 holding.
  • Regis Acquisition first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and has held it in 6 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2024.

Based on Regis Acquisition's 13F filing for Q2 2024, filed 14 Aug 2024.