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IBMM

Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$202K Sell
7,786
-3,111
-29% -$80.7K 0.01% 515
2023
Q4 		$283K Hold
10,897
– – 0.01% 441
2023
Q3 		$280K Sell
10,897
-3,498
-24% -$90K 0.01% 420
2023
Q2 		$371K Sell
14,395
-3,807
-21% -$97.9K 0.01% 375
2023
Q1 		$471K Hold
18,202
– – 0.02% 313
2022
Q4 		$469K Buy
18,202
+2,466
+16% +$63.3K 0.02% 317
2022
Q3 		$401K Sell
15,736
-419,359
-96% -$10.9M 0.02% 313
2022
Q2 		$11.3M Buy
435,095
+31,113
+8% +$804K 0.48% 48
2022
Q1 		$10.4M Buy
403,982
+98,777
+32% +$2.6M 0.42% 57
2021
Q4 		$8.18M Buy
305,205
+17,040
+6% +$458K 0.28% 82
2021
Q3 		$7.76M Buy
288,165
+22,955
+9% +$620K 0.3% 77
2021
Q2 		$7.16M Buy
265,210
+39,414
+17% +$1.06M 0.28% 81
2021
Q1 		$6.09M Buy
225,796
+29,558
+15% +$799K 0.26% 84
2020
Q4 		$5.32M Buy
196,238
+75,555
+63% +$2.04M 0.25% 88
2020
Q3 		$3.27M Buy
120,683
+92,413
+327% +$2.51M 0.18% 103
2020
Q2 		$763K Buy
28,270
+6,982
+33% +$186K 0.05% 185
2020
Q1 		$557K Buy
21,288
+3,702
+21% +$97.8K 0.04% 204
2019
Q4 		$465K Buy
17,586
+8,109
+86% +$214K 0.03% 257
2019
Q3 		$249K Buy
+9,477
New +$251K 0.02% 352

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IBMM Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) stake by 29% in Q1 2024, selling an estimated $80.7K and leaving 7,786 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #515.

Wilbanks Smith & Thomas Asset Management first reported a position in IBMM in Q3 2019 and has held it in 19 quarters since. The position peaked at $11.3M in Q2 2022. 161 funds tracked by Wall St. Rank hold IBMM as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 7,786 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $202K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 3,111 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2024, an estimated $80.7K.
  • iShares iBonds Dec 2024 Term Muni Bond ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #515 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2019 and has held it in 19 quarters since.
  • Wilbanks Smith & Thomas Asset Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $11.3M in Q2 2022.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.