Savant Capital’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Savant Capital’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	-33,572	Closed	-$876K	–	1528
2024 Q3	$876K	Sell	33,572 -5,953	-15%	-$155K	0.01%	689
2024 Q2	$1.03M	Sell	39,525 -212	-0.5%	-$5.51K	0.01%	576
2024 Q1	$1.03M	Buy	39,737 +398	+1%	+$10.3K	0.01%	530
2023 Q4	$1.02M	Sell	39,339 -327	-0.8%	-$8.44K	0.01%	410
2023 Q3	$1.02M	Sell	39,666 -2,975	-7%	-$76.6K	0.02%	383
2023 Q2	$1.1M	Buy	42,641 +59	+0.1%	+$1.52K	0.02%	360
2023 Q1	$1.1M	Buy	42,582 +27,266	+178%	+$704K	0.02%	309
2022 Q4	$394	Buy	+15,316	New	+$393K	﹤0.01%	599

Other funds holding IBMM

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

Savant Capital's IBMM Position: Q4 2024 in Review

Savant Capital sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 33,572 shares — an estimated $876K sold.

Savant Capital first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $1.1M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

Savant Capital reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Savant Capital sold 33,572 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $876K.
Savant Capital first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
Savant Capital's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.1M in Q1 2023.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Savant Capital's 13F filing for Q4 2024, filed 29 Jan 2025.