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Brinker Capital Investments’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Brinker Capital Investments’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
2025
Q4 		– Sell
-55,100
Closed -$1.4M – 2146
2025
Q3 		$1.4M Buy
55,100
+14,540
+36% +$370K 0.01% 1028
2025
Q2 		$1.03M Buy
40,560
+8,272
+26% +$208K 0.01% 1177
2025
Q1 		$816K Buy
+32,288
New +$815K 0.01% 1189

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Brinker Capital Investments's IBMP Position: Q4 2025 in Review

Brinker Capital Investments sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2025, closing a stake of 55,100 shares — an estimated $1.4M sold.

Brinker Capital Investments first reported a position in IBMP in Q1 2025 and held it in 3 quarters. The position peaked at $1.4M in Q3 2025. 179 funds tracked by Wall St. Rank hold IBMP as of Q4 2025.

  • Brinker Capital Investments reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 55,100 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2025, an estimated $1.4M.
  • Brinker Capital Investments first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2025 and held it in 3 quarters.
  • Brinker Capital Investments's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.4M in Q3 2025.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2025.

Based on Brinker Capital Investments's 13F filing for Q4 2025, filed 12 Feb 2026.