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

Wealthstar 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 Q2	–	Sell	-15,728	Closed	-$408K	–	151
2024 Q1	$408K	Hold	15,728	–	–	0.14%	88
2023 Q4	$408K	Hold	15,728	–	–	0.07%	87
2023 Q3	$404K	Hold	15,728	–	–	0.16%	68
2023 Q2	$405K	Hold	15,728	–	–	0.17%	54
2023 Q1	$407K	Hold	15,728	–	–	0.15%	58
2022 Q4	$405K	Hold	15,728	–	–	0.18%	56
2022 Q3	$401K	Buy	15,728 +2,147	+16%	+$55.6K	0.19%	55
2022 Q2	$353K	Hold	13,581	–	–	0.14%	67
2022 Q1	$353K	Hold	13,581	–	–	0.13%	68
2021 Q4	$364K	Buy	13,581 +3,714	+38%	+$99.8K	0.12%	60
2021 Q3	$266K	Buy	9,867 +1,851	+23%	+$50K	0.08%	72
2021 Q2	$217K	Buy	+8,016	New	+$217K	0.07%	94
2020 Q1	$200K	Buy	+7,645	New	+$202K	0.14%	52

Other funds holding IBMM

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Wealthstar Advisors's IBMM Position: Q2 2024 in Review

Wealthstar Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2024, closing a stake of 15,728 shares — an estimated $408K sold.

Wealthstar Advisors first reported a position in IBMM in Q1 2020 and held it in 13 quarters. The position peaked at $408K in Q1 2024. 164 funds tracked by Wall St. Rank hold IBMM as of Q2 2024.

Wealthstar Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Wealthstar Advisors sold 15,728 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2024, an estimated $408K.
Wealthstar Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2020 and held it in 13 quarters.
Wealthstar Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $408K in Q1 2024.
164 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.