SAG
IBMM

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

SageView 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
2023
Q1 		– Sell
-7,884
Closed -$203K – 496
2022
Q4 		$203K Buy
+7,884
New +$202K 0.02% 397

Other funds holding IBMM

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's IBMM Position: Q1 2023 in Review

SageView Advisory Group sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2023, closing a stake of 7,884 shares — an estimated $203K sold.

SageView Advisory Group first reported a position in IBMM in Q4 2022 and held it in 1 quarter. The position peaked at $203K in Q4 2022. 156 funds tracked by Wall St. Rank hold IBMM as of Q1 2023.

  • SageView Advisory Group reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • SageView Advisory Group sold 7,884 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2023, an estimated $203K.
  • SageView Advisory Group first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • SageView Advisory Group's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $203K in Q4 2022.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2023.

Based on SageView Advisory Group's 13F filing for Q1 2023, filed 2 May 2023.