RW
IBMM

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

RVW 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
2024
Q4 		– Sell
-10,765
Closed -$281K – 162
2024
Q3 		$281K Buy
10,765
+84
+0.8% +$2.19K 0.03% 126
2024
Q2 		$278K Sell
10,681
-3,266
-23% -$84.8K 0.03% 122
2024
Q1 		$362K Buy
13,947
+2,311
+20% +$60K 0.04% 106
2023
Q4 		$302K Buy
+11,636
New +$300K 0.03% 114

Other funds holding IBMM

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

RVW Wealth's IBMM Position: Q4 2024 in Review

RVW Wealth sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 10,765 shares — an estimated $281K sold.

RVW Wealth first reported a position in IBMM in Q4 2023 and held it in 4 quarters. The position peaked at $362K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • RVW Wealth reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • RVW Wealth sold 10,765 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $281K.
  • RVW Wealth first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • RVW Wealth's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $362K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on RVW Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.