SC
IBMM

Stephens Consulting’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Stephens Consulting’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
-697
Closed -$18.2K – 555
2024
Q3 		$18.2K Hold
697
– – ﹤0.01% 275
2024
Q2 		$18.2K Hold
697
– – 0.01% 274
2024
Q1 		$18.1K Hold
697
– – 0.01% 260
2023
Q4 		$18.1K Hold
697
– – 0.01% 258
2023
Q3 		$17.9K Hold
697
– – 0.01% 255
2023
Q2 		$18K Hold
697
– – 0.01% 248
2023
Q1 		$18K Buy
697
+390
+127% +$10.1K 0.01% 256
2022
Q4 		$7.91K Hold
307
– – 0.01% 324
2022
Q3 		$7.83K Hold
307
– – 0.01% 363
2022
Q2 		$7.98K Hold
307
– – 0.01% 359
2022
Q1 		$7.98K Buy
+307
New +$8.1K 0.01% 381

Other funds holding IBMM

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

Stephens Consulting's IBMM Position: Q4 2024 in Review

Stephens Consulting sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 697 shares — an estimated $18.2K sold.

Stephens Consulting first reported a position in IBMM in Q1 2022 and held it in 11 quarters. The position peaked at $18.2K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Stephens Consulting reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stephens Consulting sold 697 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $18.2K.
  • Stephens Consulting first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2022 and held it in 11 quarters.
  • Stephens Consulting's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $18.2K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Stephens Consulting's 13F filing for Q4 2024, filed 27 Jan 2025.