WCM
IBMM

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

WealthBridge 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
2024
Q4 		– Sell
-12,898
Closed -$337K – 215
2024
Q3 		$337K Buy
12,898
+3,443
+36% +$89.7K 0.1% 142
2024
Q2 		$246K Sell
9,455
-164
-2% -$4.26K 0.08% 155
2024
Q1 		$250K Sell
9,619
-126
-1% -$3.27K 0.08% 153
2023
Q4 		$253K Sell
9,745
-834
-8% -$21.5K 0.09% 140
2023
Q3 		$272K Sell
10,579
-56
-0.5% -$1.44K 0.11% 132
2023
Q2 		$274K Sell
10,635
-668
-6% -$17.2K 0.11% 140
2023
Q1 		$292K Buy
11,303
+1,759
+18% +$45.4K 0.12% 144
2022
Q4 		$246K Buy
+9,544
New +$245K 0.1% 165
2019
Q2 		– Sell
-4,700
Closed -$122K – 998
2019
Q1 		$122K Buy
+4,700
New +$121K 0.08% 165

Other funds holding IBMM

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

WealthBridge Capital Management's IBMM Position: Q4 2024 in Review

WealthBridge Capital Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 12,898 shares — an estimated $337K sold.

WealthBridge Capital Management first reported a position in IBMM in Q1 2019 and held it in 9 quarters. The position peaked at $337K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • WealthBridge Capital Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • WealthBridge Capital Management sold 12,898 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $337K.
  • WealthBridge Capital Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2019 and held it in 9 quarters.
  • WealthBridge Capital Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $337K 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 WealthBridge Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.