TWC
IBMM

TD Waterhouse Canada’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

TD Waterhouse Canada’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
Q3 		– Sell
-355
Closed -$9.14K – 1840
2023
Q2 		$9.14K Buy
+355
New +$9.13K ﹤0.01% 1270

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Waterhouse Canada's IBMM Position: Q3 2023 in Review

TD Waterhouse Canada sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2023, closing a stake of 355 shares — an estimated $9.14K sold.

TD Waterhouse Canada first reported a position in IBMM in Q2 2023 and held it in 1 quarter. The position peaked at $9.14K in Q2 2023. 148 funds tracked by Wall St. Rank hold IBMM as of Q3 2023.

  • TD Waterhouse Canada reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Waterhouse Canada sold 355 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2023, an estimated $9.14K.
  • TD Waterhouse Canada first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2023 and held it in 1 quarter.
  • TD Waterhouse Canada's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $9.14K in Q2 2023.
  • 148 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2023.

Based on TD Waterhouse Canada's 13F filing for Q3 2023, filed 13 Nov 2023.