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Brown Brothers Harriman & Co’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Brown Brothers Harriman & Co’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
Q4 		– Sell
-4,312
Closed -$106K – 1211
2023
Q3 		$106K Buy
+4,312
New +$107K ﹤0.01% 590

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Brown Brothers Harriman & Co's IBMP Position: Q4 2023 in Review

Brown Brothers Harriman & Co sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2023, closing a stake of 4,312 shares — an estimated $106K sold.

Brown Brothers Harriman & Co first reported a position in IBMP in Q3 2023 and held it in 1 quarter. The position peaked at $106K in Q3 2023. 113 funds tracked by Wall St. Rank hold IBMP as of Q4 2023.

  • Brown Brothers Harriman & Co reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 4,312 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2023, an estimated $106K.
  • Brown Brothers Harriman & Co first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $106K in Q3 2023.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2023, filed 12 Feb 2024.