TWM
IBMM

Tradition Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Tradition Wealth Management’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
-2,774
Closed -$72K – 1262
2023
Q4 		$72K Buy
2,774
+13
+0.5% +$335 0.01% 545
2023
Q3 		$71K Buy
2,761
+609
+28% +$15.7K 0.01% 528
2023
Q2 		$55K Buy
2,152
+9
+0.4% +$232 0.01% 603
2023
Q1 		$55K Buy
2,143
+6
+0.3% +$155 0.01% 588
2022
Q4 		$55K Sell
2,137
-19,235
-90% -$494K 0.01% 508
2022
Q3 		$545K Buy
21,372
+6
+0% +$155 0.08% 149
2022
Q2 		$556K Buy
21,366
+19,250
+910% +$497K 0.08% 154
2022
Q1 		$55K Buy
2,116
+403
+24% +$10.6K 0.01% 495
2021
Q4 		$46K Buy
1,713
+4
+0.2% +$107 0.01% 549
2021
Q3 		$46K Buy
1,709
+4
+0.2% +$108 0.01% 525
2021
Q2 		$46K Buy
1,705
+4
+0.2% +$108 0.01% 554
2021
Q1 		$46K Buy
1,701
+1
+0.1% +$27 0.01% 453
2020
Q4 		$46K Buy
+1,700
New +$46K 0.01% 431

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

Tradition Wealth Management's IBMM Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2024, closing a stake of 2,774 shares — an estimated $72K sold.

Tradition Wealth Management first reported a position in IBMM in Q4 2020 and held it in 13 quarters. The position peaked at $556K in Q2 2022. 161 funds tracked by Wall St. Rank hold IBMM as of Q1 2024.

  • Tradition Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 2,774 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2024, an estimated $72K.
  • Tradition Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $556K in Q2 2022.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.