BEI
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Benjamin Edwards Inc’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Benjamin Edwards Inc’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 		$1.08M Buy
42,533
+2,394
+6% +$60.9K 0.01% 732
2025
Q4 		$1.02M Sell
40,139
-10,953
-21% -$278K 0.01% 705
2025
Q3 		$1.3M Buy
51,092
+9,041
+22% +$230K 0.01% 610
2025
Q2 		$1.07M Sell
42,051
-1,456
-3% -$36.7K 0.01% 607
2025
Q1 		$1.1M Buy
43,507
+2,993
+7% +$75.5K 0.02% 551
2024
Q4 		$1.02M Buy
40,514
+5,711
+16% +$144K 0.01% 604
2024
Q3 		$886K Buy
+34,803
New +$880K 0.01% 628
2023
Q3 		– Sell
-985
Closed -$25K – 659
2023
Q2 		$25K Sell
985
-16
-2% -$403 0.01% 523
2023
Q1 		$25K Buy
+1,001
New +$25.3K 0.01% 521
2020
Q3 		– Sell
-132
Closed -$4K – 369
2020
Q2 		$4K Sell
132
-22
-14% -$580 ﹤0.01% 349
2020
Q1 		$4K Buy
+154
New +$4.03K ﹤0.01% 339
2019
Q4 		– Sell
-72
Closed -$2K – 290
2019
Q3 		$2K Buy
+72
New +$1.87K ﹤0.01% 279

Other funds holding IBMP

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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