RIM
IBMM

Rockbridge Investment Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Rockbridge Investment Management’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
Q2 		– Sell
-950
Closed -$24.6K – 832
2022
Q1 		$24.6K Hold
950
– – ﹤0.01% 391
2021
Q4 		$25K Hold
950
– – ﹤0.01% 458
2021
Q3 		$26K Hold
950
– – ﹤0.01% 414
2021
Q2 		$26K Hold
950
– – ﹤0.01% 413
2021
Q1 		$26K Hold
950
– – ﹤0.01% 387
2020
Q4 		$26K Hold
950
– – 0.01% 379
2020
Q3 		$26K Hold
950
– – 0.01% 347
2020
Q2 		$26K Buy
+950
New +$25.3K 0.01% 306

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Rockbridge Investment Management's IBMM Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2022, closing a stake of 950 shares — an estimated $24.6K sold.

Rockbridge Investment Management first reported a position in IBMM in Q2 2020 and held it in 8 quarters. The position peaked at $26K in Q3 2021. 126 funds tracked by Wall St. Rank hold IBMM as of Q2 2022.

  • Rockbridge Investment Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 950 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2022, an estimated $24.6K.
  • Rockbridge Investment Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $26K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.