Signature Estate & Investment Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Signature Estate & Investment Advisors’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
2021 Q2	–	Sell	-92,539	Closed	-$2.5M	–	179
2021 Q1	$2.5M	Sell	92,539 -14,369	-13%	-$389K	0.12%	61
2020 Q4	$2.9M	Sell	106,908 -5,800	-5%	-$157K	0.16%	56
2020 Q3	$3.05M	Sell	112,708 -17,608	-14%	-$477K	0.19%	56
2020 Q2	$3.52M	Sell	130,316 -13,356	-9%	-$355K	0.25%	50
2020 Q1	$3.76M	Sell	143,672 -23,090	-14%	-$610K	0.3%	48
2019 Q4	$4.41M	Buy	166,762 +44,802	+37%	+$1.18M	0.27%	57
2019 Q3	$3.21M	Buy	121,960 +45,902	+60%	+$1.21M	0.21%	62
2019 Q2	$2M	Sell	76,058 -22,780	-23%	-$593K	0.13%	71
2019 Q1	$2.57M	Buy	+98,838	New	+$2.54M	0.17%	69

Other funds holding IBMM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Signature Estate & Investment Advisors's IBMM Position: Q2 2021 in Review

Signature Estate & Investment Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2021, closing a stake of 92,539 shares — an estimated $2.5M sold.

Signature Estate & Investment Advisors first reported a position in IBMM in Q1 2019 and held it in 9 quarters. The position peaked at $4.41M in Q4 2019. 104 funds tracked by Wall St. Rank hold IBMM as of Q2 2021.

Signature Estate & Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Signature Estate & Investment Advisors sold 92,539 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2021, an estimated $2.5M.
Signature Estate & Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2019 and held it in 9 quarters.
Signature Estate & Investment Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $4.41M in Q4 2019.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2021.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2021, filed 16 Jul 2021.