Wealth Enhancement Advisory Services
IBMM

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Wealth Enhancement Advisory Services’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
-15,349
Closed -$401K – 3165
2024
Q3 		$401K Buy
+15,349
New +$400K ﹤0.01% 1977

Other funds holding IBMM

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

Wealth Enhancement Advisory Services's IBMM Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 15,349 shares — an estimated $401K sold.

Wealth Enhancement Advisory Services first reported a position in IBMM in Q3 2024 and held it in 1 quarter. The position peaked at $401K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 15,349 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $401K.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $401K 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 Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.