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Ashton Thomas Securities’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Ashton Thomas Securities’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
2025
Q4 		– Sell
-173
Closed -$4.41K – 342
2025
Q3 		$4.41K Buy
+173
New +$4.4K ﹤0.01% 387
2024
Q4 		– Sell
-173
Closed -$4.4K – 689
2024
Q3 		$4.4K Hold
173
– – ﹤0.01% 964
2024
Q2 		$4.33K Buy
+173
New +$4.32K ﹤0.01% 276

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 $530B 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 $10.9B AUM 18.41% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ashton Thomas Securities's IBMP Position: Q4 2025 in Review

Ashton Thomas Securities sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2025, closing a stake of 173 shares — an estimated $4.41K sold.

Ashton Thomas Securities first reported a position in IBMP in Q2 2024 and held it in 3 quarters. The position peaked at $4.41K in Q3 2025. 179 funds tracked by Wall St. Rank hold IBMP as of Q4 2025.

  • Ashton Thomas Securities reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ashton Thomas Securities sold 173 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2025, an estimated $4.41K.
  • Ashton Thomas Securities first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2024 and held it in 3 quarters.
  • Ashton Thomas Securities's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $4.41K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2025.

Based on Ashton Thomas Securities's 13F filing for Q4 2025, filed 2 Feb 2026.