WCG
IBMM

Weaver Consulting Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-1,220
Closed -$33K – 1016
2020
Q3 		$33K Hold
1,220
– – 0.02% 326
2020
Q2 		$33K Hold
1,220
– – 0.02% 314
2020
Q1 		$32K Sell
1,220
-1,280
-51% -$33.8K 0.02% 273
2019
Q4 		$66K Hold
2,500
– – 0.04% 208
2019
Q3 		$66K Hold
2,500
– – 0.04% 206
2019
Q2 		$66K Hold
2,500
– – 0.04% 195
2019
Q1 		$65K Buy
+2,500
New +$64.3K 0.02% 419

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Weaver Consulting Group's IBMM Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2020, closing a stake of 1,220 shares — an estimated $33K sold.

Weaver Consulting Group first reported a position in IBMM in Q1 2019 and held it in 7 quarters. The position peaked at $66K in Q4 2019. 95 funds tracked by Wall St. Rank hold IBMM as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 1,220 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2020, an estimated $33K.
  • Weaver Consulting Group first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $66K in Q4 2019.
  • 95 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.