SWA
IBMM

Stratos Wealth Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Stratos Wealth 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
2024
Q1 		– Sell
-11,102
Closed -$288K – 743
2023
Q4 		$288K Hold
11,102
– – 0.02% 563
2023
Q3 		$285K Hold
11,102
– – 0.02% 540
2023
Q2 		$286K Hold
11,102
– – 0.02% 515
2023
Q1 		$287K Buy
11,102
+3,100
+39% +$80K 0.02% 500
2022
Q4 		$206K Buy
+8,002
New +$205K 0.02% 545

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Advisors's IBMM Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2024, closing a stake of 11,102 shares — an estimated $288K sold.

Stratos Wealth Advisors first reported a position in IBMM in Q4 2022 and held it in 5 quarters. The position peaked at $288K in Q4 2023. 161 funds tracked by Wall St. Rank hold IBMM as of Q1 2024.

  • Stratos Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 11,102 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2024, an estimated $288K.
  • Stratos Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 5 quarters.
  • Stratos Wealth Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $288K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.