SRC
IBMM

Shufro Rose & Co’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Shufro Rose & Co’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
Q2 		– Sell
-7,757
Closed -$201K – 334
2023
Q1 		$201K Buy
+7,757
New +$200K 0.02% 279

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shufro Rose & Co's IBMM Position: Q2 2023 in Review

Shufro Rose & Co sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2023, closing a stake of 7,757 shares — an estimated $201K sold.

Shufro Rose & Co first reported a position in IBMM in Q1 2023 and held it in 1 quarter. The position peaked at $201K in Q1 2023. 152 funds tracked by Wall St. Rank hold IBMM as of Q2 2023.

  • Shufro Rose & Co reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Shufro Rose & Co sold 7,757 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2023, an estimated $201K.
  • Shufro Rose & Co first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and held it in 1 quarter.
  • Shufro Rose & Co's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $201K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2023.

Based on Shufro Rose & Co's 13F filing for Q2 2023, filed 3 Aug 2023.