TSWM
IBMM

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

Tyler-Stone 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
Q3 		– Sell
-1,000
Closed -$26K – 990
2024
Q2 		$26K Hold
1,000
– – 0.01% 479
2024
Q1 		$25.9K Hold
1,000
– – 0.01% 478
2023
Q4 		$25.9K Hold
1,000
– – 0.01% 461
2023
Q3 		$26K Hold
1,000
– – 0.01% 444
2023
Q2 		$26K Buy
+1,000
New +$25.7K 0.01% 444

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tyler-Stone Wealth Management's IBMM Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2024, closing a stake of 1,000 shares — an estimated $26K sold.

Tyler-Stone Wealth Management first reported a position in IBMM in Q2 2023 and held it in 5 quarters. The position peaked at $26K in Q2 2024. 156 funds tracked by Wall St. Rank hold IBMM as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,000 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2024, an estimated $26K.
  • Tyler-Stone Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $26K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.