Royal Harbor Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Royal Harbor Partners’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	–	Sell	-34,646	Closed	-$899K	–	60
2024 Q1	$899K	Sell	34,646 -1,163	-3%	-$30.2K	0.39%	30
2023 Q4	$929K	Sell	35,809 -902	-2%	-$23.3K	0.43%	31
2023 Q3	$943K	Sell	36,711 -8,134	-18%	-$209K	0.49%	29
2023 Q2	$1.16M	Buy	44,845 +7,657	+21%	+$197K	0.57%	36
2023 Q1	$962K	Buy	37,188 +2,907	+8%	+$75K	0.52%	42
2022 Q4	$883K	Buy	34,281 +11,662	+52%	+$299K	0.55%	44
2022 Q3	$577K	Buy	+22,619	New	+$586K	0.39%	45

Other funds holding IBMM

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Harbor Partners's IBMM Position: Q2 2024 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2024, closing a stake of 34,646 shares — an estimated $899K sold.

Royal Harbor Partners first reported a position in IBMM in Q3 2022 and held it in 7 quarters. The position peaked at $1.16M in Q2 2023. 164 funds tracked by Wall St. Rank hold IBMM as of Q2 2024.

Royal Harbor Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Royal Harbor Partners sold 34,646 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2024, an estimated $899K.
Royal Harbor Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2022 and held it in 7 quarters.
Royal Harbor Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.16M in Q2 2023.
164 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2024.

Based on Royal Harbor Partners's 13F filing for Q2 2024, filed 31 Jul 2024.