Benjamin F. Edwards & Company’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$751K	Sell	30,018 -4,928	-14%	-$123K	0.01%	598
2024 Q1	$880K	Buy	34,946 +28,507	+443%	+$720K	0.02%	536
2023 Q4	$164K	Hold	6,439	–	–	﹤0.01%	933
2023 Q3	$158K	Sell	6,439 -48,765	-88%	-$1.21M	0.01%	792
2023 Q2	$1.38M	Buy	55,204 +1,123	+2%	+$28.3K	0.05%	307
2023 Q1	$1.38M	Buy	54,081 +52,458	+3,232%	+$1.33M	0.06%	287
2022 Q4	$41K	Buy	+1,623	New	+$40.2K	﹤0.01%	1131
2020 Q3	–	Sell	-4,788	Closed	-$128K	–	1714
2020 Q2	$128K	Sell	4,788 -522	-10%	-$13.8K	0.01%	672
2020 Q1	$138K	Buy	5,310 +42	+0.8%	+$1.1K	0.01%	603
2019 Q4	$137K	Sell	5,268 -236	-4%	-$6.13K	0.01%	704
2019 Q3	$143K	Buy	+5,504	New	+$143K	0.01%	650

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benjamin F. Edwards & Company's IBMP Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 14% in Q2 2024, selling an estimated $123K and leaving 30,018 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #598.

Benjamin F. Edwards & Company first reported a position in IBMP in Q3 2019 and has held it in 11 quarters since. The position peaked at $1.38M in Q2 2023. 121 funds tracked by Wall St. Rank hold IBMP as of Q2 2024.

Benjamin F. Edwards & Company held 30,018 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $751K as of Q2 2024.
Benjamin F. Edwards & Company sold 4,928 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2024, an estimated $123K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #598 holding.
Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2019 and has held it in 11 quarters since.
Benjamin F. Edwards & Company's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.38M in Q2 2023.
121 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.