Altium Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Altium Wealth Management’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
2022 Q2	$231K	Buy	+9,176	New	+$230K	0.02%	332
2022 Q1	–	Sell	-7,966	Closed	-$215K	–	393
2021 Q4	$215K	Hold	7,966	–	–	0.01%	357
2021 Q3	$215K	Buy	+7,966	New	+$217K	0.02%	349

Other funds holding IBMP

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Altium Wealth Management's IBMP Position: Q2 2022 in Review

Altium Wealth Management opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2022: 9,176 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #332 among its holdings. This is a return to the name: Altium Wealth Management previously reported a position in IBMP as recently as Q4 2021.

Altium Wealth Management first reported a position in IBMP in Q3 2021 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold IBMP as of Q2 2022.

Altium Wealth Management held 9,176 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $231K as of Q2 2022.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new Altium Wealth Management position in Q2 2022.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #332 holding.
Altium Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2021 and has held it in 3 quarters since.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.