TA
IBMM

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

TCG 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
2019
Q3 		– Sell
-1,121
Closed -$29K – 472
2019
Q2 		$29K Buy
1,121
+552
+97% +$14.4K 0.03% 185
2019
Q1 		$15K Buy
+569
New +$14.6K 0.01% 245

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

TCG Advisors's IBMM Position: Q3 2019 in Review

TCG Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2019, closing a stake of 1,121 shares — an estimated $29K sold.

TCG Advisors first reported a position in IBMM in Q1 2019 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 48 funds tracked by Wall St. Rank hold IBMM as of Q3 2019.

  • TCG Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 1,121 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2019, an estimated $29K.
  • TCG Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $29K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.