SL
IBMM

Salomon & Ludwin’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Salomon & Ludwin’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
Q4 		– Sell
-428,250
Closed -$10.9M – 167
2022
Q3 		$10.9M Buy
+428,250
New +$11.1M 1.64% 19

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Salomon & Ludwin's IBMM Position: Q4 2022 in Review

Salomon & Ludwin sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2022, closing a stake of 428,250 shares — an estimated $10.9M sold.

Salomon & Ludwin first reported a position in IBMM in Q3 2022 and held it in 1 quarter. The position peaked at $10.9M in Q3 2022. 151 funds tracked by Wall St. Rank hold IBMM as of Q4 2022.

  • Salomon & Ludwin reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Salomon & Ludwin sold 428,250 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2022, an estimated $10.9M.
  • Salomon & Ludwin first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • Salomon & Ludwin's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $10.9M in Q3 2022.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2022.

Based on Salomon & Ludwin's 13F filing for Q4 2022, filed 8 Feb 2023.