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Allworth Financial’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Allworth Financial’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.7K Hold
812
– – ﹤0.01% 2982
2025
Q4 		$20.6K Hold
812
– – ﹤0.01% 2803
2025
Q3 		$20.7K Hold
812
– – ﹤0.01% 2688
2025
Q2 		$20.6K Hold
812
– – ﹤0.01% 2499
2025
Q1 		$20.4K Hold
812
– – ﹤0.01% 2073
2024
Q4 		$20.5K Hold
812
– – ﹤0.01% 2081
2024
Q3 		$20.7K Hold
812
– – ﹤0.01% 1895
2024
Q2 		$20.4K Hold
812
– – ﹤0.01% 1873
2024
Q1 		$20.4K Hold
812
– – ﹤0.01% 1764
2023
Q4 		$20.6K Buy
+812
New +$20.2K ﹤0.01% 1637

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return