Ameriprise
IBMP icon

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

Ameriprise’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 		$1.49M Buy
58,477
+23,055
+65% +$587K ﹤0.01% 3110
2025
Q4 		$899K Buy
35,422
+1,739
+5% +$44.1K ﹤0.01% 3386
2025
Q3 		$858K Sell
33,683
-58,510
-63% -$1.49M ﹤0.01% 3432
2025
Q2 		$2.34M Sell
92,193
-55,609
-38% -$1.4M ﹤0.01% 2861
2025
Q1 		$3.73M Sell
147,802
-168,914
-53% -$4.26M ﹤0.01% 2522
2024
Q4 		$7.96M Buy
316,716
+33,756
+12% +$853K ﹤0.01% 1989
2024
Q3 		$7.2M Buy
282,960
+39,618
+16% +$1M ﹤0.01% 2100
2024
Q2 		$6.09M Buy
243,342
+9,656
+4% +$241K ﹤0.01% 2158
2024
Q1 		$5.88M Buy
233,686
+216,949
+1,296% +$5.48M ﹤0.01% 2242
2023
Q4 		$425K Buy
16,737
+3,180
+23% +$79K ﹤0.01% 3507
2023
Q3 		$332K Sell
13,557
-731
-5% -$18.2K ﹤0.01% 3559
2023
Q2 		$358K Hold
14,288
– – ﹤0.01% 3556
2023
Q1 		$364K Buy
14,288
+2,644
+23% +$66.9K ﹤0.01% 3542
2022
Q4 		$292K Buy
11,644
+1,976
+20% +$48.9K ﹤0.01% 3591
2022
Q3 		$236K Buy
+9,668
New +$244K ﹤0.01% 3654

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
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