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

Aspect Partners’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
Q1 		– Sell
-321
Closed -$8.07K – 637
2024
Q4 		$8.07K Hold
321
– – ﹤0.01% 313
2024
Q3 		$8.17K Hold
321
– – ﹤0.01% 295
2024
Q2 		$8.03K Hold
321
– – ﹤0.01% 293
2024
Q1 		$8.08K Sell
321
-443
-58% -$11.2K 0.01% 293
2023
Q4 		$19.4K Buy
+764
New +$19K 0.01% 180

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspect Partners's IBMP Position: Q1 2025 in Review

Aspect Partners sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2025, closing a stake of 321 shares — an estimated $8.07K sold.

Aspect Partners first reported a position in IBMP in Q4 2023 and held it in 5 quarters. The position peaked at $19.4K in Q4 2023. 153 funds tracked by Wall St. Rank hold IBMP as of Q1 2025.

  • Aspect Partners reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aspect Partners sold 321 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2025, an estimated $8.07K.
  • Aspect Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and held it in 5 quarters.
  • Aspect Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $19.4K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2025.

Based on Aspect Partners's 13F filing for Q1 2025, filed 24 Apr 2025.