Bank of New York Mellon
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Bank of New York Mellon’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Bank of New York Mellon’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
2023
Q3 		– Sell
-12,098
Closed -$303K – 4376
2023
Q2 		$303K Buy
+12,098
New +$304K ﹤0.01% 3824

Other funds holding IBMP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Bank of New York Mellon's IBMP Position: Q3 2023 in Review

Bank of New York Mellon sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2023, closing a stake of 12,098 shares — an estimated $303K sold.

Bank of New York Mellon first reported a position in IBMP in Q2 2023 and held it in 1 quarter. The position peaked at $303K in Q2 2023. 103 funds tracked by Wall St. Rank hold IBMP as of Q3 2023.

  • Bank of New York Mellon reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Bank of New York Mellon sold 12,098 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2023, an estimated $303K.
  • Bank of New York Mellon first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2023 and held it in 1 quarter.
  • Bank of New York Mellon's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $303K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2023.

Based on Bank of New York Mellon's 13F filing for Q3 2023, filed 24 Oct 2023.