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BerganKDV Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

BerganKDV Wealth 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
Q2 		$66.1K Buy
+2,639
New +$66.4K 0.01% 350

Other funds holding IBMP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BerganKDV Wealth Management's IBMP Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2023: 2,639 shares worth $66.1K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings.

99 funds tracked by Wall St. Rank hold IBMP as of Q2 2023.

  • BerganKDV Wealth Management held 2,639 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $66.1K as of Q2 2023.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new BerganKDV Wealth Management position in Q2 2023.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #350 holding.
  • 99 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.