BAM
IBMP icon

Belpointe Asset Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Belpointe Asset Management’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
Q1 		– Sell
-600
Closed -$15K – 3788
2022
Q4 		$15K Buy
+600
New +$14.9K ﹤0.01% 2393

Other funds holding IBMP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.29B AUM 22.27% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Belpointe Asset Management's IBMP Position: Q1 2023 in Review

Belpointe Asset Management sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2023, closing a stake of 600 shares — an estimated $15K sold.

Belpointe Asset Management first reported a position in IBMP in Q4 2022 and held it in 1 quarter. The position peaked at $15K in Q4 2022. 91 funds tracked by Wall St. Rank hold IBMP as of Q1 2023.

  • Belpointe Asset Management reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 600 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2023, an estimated $15K.
  • Belpointe Asset Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $15K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.