TWP
IBMM

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

Triad 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
-77,100
Closed -$2.01M – 180
2024
Q3 		$2.01M Buy
77,100
+38,550
+100% +$1M 1.07% 30
2024
Q2 		$1M Buy
+38,550
New +$1M 0.53% 26

Other funds holding IBMM

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

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

Triad Wealth Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 77,100 shares — an estimated $2.01M sold.

Triad Wealth Partners first reported a position in IBMM in Q2 2024 and held it in 2 quarters. The position peaked at $2.01M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Triad Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 77,100 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $2.01M.
  • Triad Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2024 and held it in 2 quarters.
  • Triad Wealth Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $2.01M 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 Triad Wealth Partners's 13F filing for Q4 2024, filed 6 Feb 2025.