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Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$18.3M Buy
723,196
+53,474
+8% +$1.36M 0.51% 47
2023
Q4 		$17.1M Buy
+669,722
New +$16.4M 0.52% 44

Other funds holding IBMR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 8% in Q1 2024, buying an estimated $1.36M and bringing the position to 723,196 shares worth $18.3M. The position accounts for 0.51% of the portfolio, ranked #47.

Wilbanks Smith & Thomas Asset Management first reported a position in IBMR in Q4 2023 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold IBMR as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 723,196 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $18.3M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 53,474 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2024, an estimated $1.36M.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.51% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #47 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 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.