SWP
IBMM

Summit Wealth Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Summit Wealth Partners’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
-8,807
Closed -$230K – 243
2024
Q3 		$230K Hold
8,807
– – 0.04% 215
2024
Q2 		$229K Hold
8,807
– – 0.05% 209
2024
Q1 		$229K Hold
8,807
– – 0.05% 207
2023
Q4 		$228K Buy
+8,807
New +$227K 0.05% 195

Other funds holding IBMM

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

Summit Wealth Partners's IBMM Position: Q4 2024 in Review

Summit Wealth Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 8,807 shares — an estimated $230K sold.

Summit Wealth Partners first reported a position in IBMM in Q4 2023 and held it in 4 quarters. The position peaked at $230K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Summit Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 8,807 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $230K.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • Summit Wealth Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $230K 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 Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.