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American Portfolios Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

American Portfolios Advisors’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
Q3 		$531K Buy
+21,773
New +$550K 0.02% 622

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Portfolios Advisors's IBMP Position: Q3 2022 in Review

American Portfolios Advisors opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2022: 21,773 shares worth $531K. The stake represents 0.02% of the portfolio and ranks #622 among its holdings.

65 funds tracked by Wall St. Rank hold IBMP as of Q3 2022.

  • American Portfolios Advisors held 21,773 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $531K as of Q3 2022.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new American Portfolios Advisors position in Q3 2022.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #622 holding.
  • 65 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.