SWM
IBMM

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

Segment Wealth Management’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
-19,550
Closed -$510K – 278
2024
Q3 		$510K Sell
19,550
-8,000
-29% -$209K 0.04% 184
2024
Q2 		$718K Hold
27,550
– – 0.05% 163
2024
Q1 		$715K Hold
27,550
– – 0.05% 168
2023
Q4 		$714K Buy
+27,550
New +$711K 0.06% 159
2023
Q1 		– Sell
-8,400
Closed -$216K – 226
2022
Q4 		$216K Hold
8,400
– – 0.03% 202
2022
Q3 		$214K Buy
+8,400
New +$218K 0.03% 201

Other funds holding IBMM

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

Segment Wealth Management's IBMM Position: Q4 2024 in Review

Segment Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 19,550 shares — an estimated $510K sold.

Segment Wealth Management first reported a position in IBMM in Q3 2022 and held it in 6 quarters. The position peaked at $718K in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Segment Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Segment Wealth Management sold 19,550 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $510K.
  • Segment Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2022 and held it in 6 quarters.
  • Segment Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $718K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Segment Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.