Vigilant Capital Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Vigilant Capital 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
2023 Q2	$108K	Buy	4,200 +865	+26%	+$22.3K	0.01%	207
2023 Q1	$86K	Buy	3,335 +100	+3%	+$2.58K	0.01%	222
2022 Q4	$83K	Buy	3,235 +150	+5%	+$3.85K	0.01%	233
2022 Q3	$79K	Sell	3,085 -418	-12%	-$10.8K	0.01%	243
2022 Q2	$91K	Buy	3,503 +598	+21%	+$15.5K	0.01%	222
2022 Q1	$76K	Buy	2,905 +575	+25%	+$15.2K	0.01%	255
2021 Q4	$62K	Hold	2,330	–	–	﹤0.01%	292
2021 Q3	$63K	Hold	2,330	–	–	0.01%	242
2021 Q2	$63K	Buy	2,330 +820	+54%	+$22.2K	0.01%	242
2021 Q1	$41K	Buy	1,510 +100	+7%	+$2.71K	﹤0.01%	255
2020 Q4	$38K	Buy	1,410 +645	+84%	+$17.5K	﹤0.01%	245
2020 Q3	$21K	Buy	765 +180	+31%	+$4.88K	﹤0.01%	278
2020 Q2	$16K	Buy	585 +115	+24%	+$3.06K	﹤0.01%	261
2020 Q1	$12K	Buy	470 +300	+176%	+$7.93K	﹤0.01%	278
2019 Q4	$4K	Buy	+170	New	+$4.49K	﹤0.01%	453

Other funds holding IBMM

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vigilant Capital Management's IBMM Position: Q2 2023 in Review

Vigilant Capital Management increased its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) stake by 26% in Q2 2023, buying an estimated $22.3K and bringing the position to 4,200 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #207.

Vigilant Capital Management first reported a position in IBMM in Q4 2019 and has held it in 15 quarters since. 152 funds tracked by Wall St. Rank hold IBMM as of Q2 2023.

Vigilant Capital Management held 4,200 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $108K as of Q2 2023.
Vigilant Capital Management bought 865 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2023, an estimated $22.3K.
iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #207 holding.
Vigilant Capital Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2019 and has held it in 15 quarters since.
152 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.