RAG
IBMM

RIA Advisory Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

RIA Advisory Group’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
-48,316
Closed -$1.26M – 151
2024
Q3 		$1.26M Buy
+48,316
New +$1.26M 0.45% 35
2024
Q1 		$1.25M Buy
+48,338
New +$1.25M 0.51% 31
2023
Q4 		– Sell
-44,912
Closed -$1.15M – 208
2023
Q3 		$1.15M Sell
44,912
-1,959
-4% -$50.4K 0.52% 23
2023
Q2 		$1.21M Buy
46,871
+1,058
+2% +$27.2K 0.52% 27
2023
Q1 		$1.19M Buy
45,813
+4,162
+10% +$107K 0.55% 31
2022
Q4 		$1.03M Buy
+41,651
New +$1.07M 0.6% 22

Other funds holding IBMM

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

RIA Advisory Group's IBMM Position: Q4 2024 in Review

RIA Advisory Group sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 48,316 shares — an estimated $1.26M sold.

RIA Advisory Group first reported a position in IBMM in Q4 2022 and held it in 6 quarters. The position peaked at $1.26M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • RIA Advisory Group reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • RIA Advisory Group sold 48,316 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $1.26M.
  • RIA Advisory Group first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 6 quarters.
  • RIA Advisory Group's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.26M 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 RIA Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.