WA
IBMM

Waterford Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Waterford Advisors’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
-13,538
Closed -$353K – 54
2024
Q3 		$353K Sell
13,538
-4,046
-23% -$105K 0.18% 37
2024
Q2 		$458K Sell
17,584
-195
-1% -$5.07K 0.19% 34
2024
Q1 		$461K Hold
17,779
– – 0.2% 38
2023
Q4 		$461K Buy
+17,779
New +$459K 0.22% 31
2023
Q3 		– Sell
-18,117
Closed -$467K – 56
2023
Q2 		$467K Hold
18,117
– – 0.22% 34
2023
Q1 		$469K Hold
18,117
– – 0.25% 33
2022
Q4 		$467K Buy
+18,117
New +$465K 0.27% 31

Other funds holding IBMM

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

Waterford Advisors's IBMM Position: Q4 2024 in Review

Waterford Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 13,538 shares — an estimated $353K sold.

Waterford Advisors first reported a position in IBMM in Q4 2022 and held it in 7 quarters. The position peaked at $469K in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Waterford Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Waterford Advisors sold 13,538 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $353K.
  • Waterford Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 7 quarters.
  • Waterford Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $469K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Waterford Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.