BRR OpCo’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

BRR OpCo’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 Q3	$3.76M	Buy	+153,995	New	+$3.89M	0.46%	28

Other funds holding IBMP

HWA

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

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

WSTAM

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

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

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

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

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRR OpCo's IBMP Position: Q3 2022 in Review

BRR OpCo opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2022: 153,995 shares worth $3.76M. The stake represents 0.46% of the portfolio and ranks #28 among its holdings.

65 funds tracked by Wall St. Rank hold IBMP as of Q3 2022.

BRR OpCo held 153,995 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $3.76M as of Q3 2022.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new BRR OpCo position in Q3 2022.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.46% of BRR OpCo's portfolio in Q3 2022, its #28 holding.
65 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2022.

Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.