SWMG
IBMM

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

Signature Wealth Management Group’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
-49,956
Closed -$1.3M – 112
2024
Q3 		$1.3M Sell
49,956
-2,091
-4% -$54.5K 0.52% 66
2024
Q2 		$1.36M Sell
52,047
-8
-0% -$208 0.59% 64
2024
Q1 		$1.35M Buy
52,055
+1,266
+2% +$32.8K 0.61% 58
2023
Q4 		$1.32M Buy
+50,789
New +$1.31M 0.61% 59
2023
Q2 		$1.42M Buy
55,179
+2,230
+4% +$57.4K 0.66% 49
2023
Q1 		$1.37M Buy
52,949
+1,406
+3% +$36.3K 0.65% 52
2022
Q4 		$1.33M Buy
51,543
+10,261
+25% +$263K 0.65% 54
2022
Q3 		$1.05M Buy
41,282
+20,142
+95% +$522K 0.54% 61
2022
Q2 		$550K Buy
+21,140
New +$546K 0.27% 68

Other funds holding IBMM

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

Signature Wealth Management Group's IBMM Position: Q4 2024 in Review

Signature Wealth Management Group sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 49,956 shares — an estimated $1.3M sold.

Signature Wealth Management Group first reported a position in IBMM in Q2 2022 and held it in 9 quarters. The position peaked at $1.42M in Q2 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Signature Wealth Management Group reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Signature Wealth Management Group sold 49,956 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $1.3M.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 9 quarters.
  • Signature Wealth Management Group's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.42M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Signature Wealth Management Group's 13F filing for Q4 2024, filed 10 Feb 2025.