Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Thrivent Financial for Lutherans’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,916
Closed -$223K – 2551
2024
Q2 		$223K Sell
8,916
-3,532
-28% -$88.4K ﹤0.01% 2465
2024
Q1 		$315K Sell
12,448
-1,253
-9% -$31.9K ﹤0.01% 2368
2023
Q4 		$351K Sell
13,701
-15,253
-53% -$379K ﹤0.01% 2305
2023
Q3 		$707K Sell
28,954
-484
-2% -$12.1K ﹤0.01% 1953
2023
Q2 		$740K Sell
29,438
-2,943
-9% -$74.5K ﹤0.01% 1990
2023
Q1 		$828K Sell
32,381
-5,890
-15% -$150K ﹤0.01% 1888
2022
Q4 		$960K Buy
+38,271
New +$945K ﹤0.01% 1754

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thrivent Financial for Lutherans's IBMQ Position: Q3 2024 in Review

Thrivent Financial for Lutherans sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2024, closing a stake of 8,916 shares — an estimated $223K sold.

Thrivent Financial for Lutherans first reported a position in IBMQ in Q4 2022 and held it in 7 quarters. The position peaked at $960K in Q4 2022. 123 funds tracked by Wall St. Rank hold IBMQ as of Q3 2024.

  • Thrivent Financial for Lutherans reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 8,916 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2024, an estimated $223K.
  • Thrivent Financial for Lutherans first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and held it in 7 quarters.
  • Thrivent Financial for Lutherans's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $960K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2024, filed 7 Nov 2024.