WIC
IBMM

Woodmont Investment Counsel’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Woodmont Investment Counsel’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
-18,500
Closed -$483K – 270
2024
Q3 		$483K Sell
18,500
-15,850
-46% -$413K 0.04% 184
2024
Q2 		$895K Sell
34,350
-11,000
-24% -$286K 0.07% 138
2024
Q1 		$1.18M Sell
45,350
-1,050
-2% -$27.2K 0.1% 128
2023
Q4 		$1.2M Sell
46,400
-81,900
-64% -$2.11M 0.11% 117
2023
Q3 		$3.3M Sell
128,300
-2,512
-2% -$64.6K 0.35% 66
2023
Q2 		$3.37M Sell
130,812
-5,488
-4% -$141K 0.35% 65
2023
Q1 		$3.53M Buy
136,300
+2,800
+2% +$72.3K 0.37% 65
2022
Q4 		$3.44M Hold
133,500
– – 0.39% 65
2022
Q3 		$3.4M Buy
133,500
+1,500
+1% +$38.9K 0.43% 62
2022
Q2 		$3.43M Buy
132,000
+96,025
+267% +$2.48M 0.42% 62
2022
Q1 		$935K Buy
+35,975
New +$949K 0.11% 138

Other funds holding IBMM

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

Woodmont Investment Counsel's IBMM Position: Q4 2024 in Review

Woodmont Investment Counsel sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 18,500 shares — an estimated $483K sold.

Woodmont Investment Counsel first reported a position in IBMM in Q1 2022 and held it in 11 quarters. The position peaked at $3.53M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Woodmont Investment Counsel reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 18,500 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $483K.
  • Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2022 and held it in 11 quarters.
  • Woodmont Investment Counsel's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $3.53M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Woodmont Investment Counsel's 13F filing for Q4 2024, filed 11 Feb 2025.