Steward Partners Investment Advisory’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Steward Partners Investment Advisory’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	-1,962	Closed	-$50.8K	–	3432
2023 Q1	$50.8K	Hold	1,962	–	–	﹤0.01%	1858
2022 Q4	$50.5K	Sell	1,962 -1,800	-48%	-$46.2K	﹤0.01%	1835
2022 Q3	$96K	Buy	3,762 +1,800	+92%	+$46.6K	﹤0.01%	1516
2022 Q2	$51K	Hold	1,962	–	–	﹤0.01%	1805
2022 Q1	$51K	Hold	1,962	–	–	﹤0.01%	1912
2021 Q4	$53K	Hold	1,962	–	–	﹤0.01%	1881
2021 Q3	$53K	Sell	1,962 -655	-25%	-$17.7K	﹤0.01%	1867
2021 Q2	$71K	Hold	2,617	–	–	﹤0.01%	2710
2021 Q1	$70.6K	Hold	2,617	–	–	﹤0.01%	1808
2020 Q4	$71K	Hold	2,617	–	–	﹤0.01%	1503
2020 Q3	$71K	Hold	2,617	–	–	﹤0.01%	1354
2020 Q2	$71K	Hold	2,617	–	–	﹤0.01%	1278
2020 Q1	$68K	Buy	2,617 +5	+0.2%	+$132	﹤0.01%	1156
2019 Q4	$69K	Hold	2,612	–	–	﹤0.01%	1272
2019 Q3	$68K	Hold	2,612	–	–	﹤0.01%	1230
2019 Q2	$68K	Buy	+2,612	New	+$68K	﹤0.01%	1216

Other funds holding IBMM

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Steward Partners Investment Advisory's IBMM Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2023, closing a stake of 1,962 shares — an estimated $50.8K sold.

Steward Partners Investment Advisory first reported a position in IBMM in Q2 2019 and held it in 16 quarters. The position peaked at $96K in Q3 2022. 152 funds tracked by Wall St. Rank hold IBMM as of Q2 2023.

Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,962 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2023, an estimated $50.8K.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2019 and held it in 16 quarters.
Steward Partners Investment Advisory's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $96K in Q3 2022.
152 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.