Brandywine Oak Private Wealth’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Brandywine Oak Private Wealth’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
2022 Q4	–	Sell	-10,946	Closed	-$266K	–	268
2022 Q3	$266K	Sell	10,946 -3,406	-24%	-$86K	0.04%	219
2022 Q2	$361K	Buy	14,352 +2,641	+23%	+$66.1K	0.05%	209
2022 Q1	$297K	Buy	11,711 +2,406	+26%	+$63K	0.03%	259
2021 Q4	$264K	Buy	+9,305	New	+$251K	0.03%	287

Other funds holding IBMP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

HWA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brandywine Oak Private Wealth's IBMP Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2022, closing a stake of 10,946 shares — an estimated $266K sold.

Brandywine Oak Private Wealth first reported a position in IBMP in Q4 2021 and held it in 4 quarters. The position peaked at $361K in Q2 2022. 82 funds tracked by Wall St. Rank hold IBMP as of Q4 2022.

Brandywine Oak Private Wealth reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 10,946 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2022, an estimated $266K.
Brandywine Oak Private Wealth first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2021 and held it in 4 quarters.
Brandywine Oak Private Wealth's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $361K in Q2 2022.
82 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.