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Cary Street Partners Investment Advisory’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Cary Street Partners Investment Advisory’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
-332
Closed -$8.13K – 1166
2023
Q3 		$8.13K Buy
+332
New +$8.27K ﹤0.01% 1349

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 $424B AUM 22.94% 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 $1.89B AUM 26.04% 1-Year Est. Return

Cary Street Partners Investment Advisory's IBMP Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2023, closing a stake of 332 shares — an estimated $8.13K sold.

Cary Street Partners Investment Advisory first reported a position in IBMP in Q3 2023 and held it in 1 quarter. The position peaked at $8.13K in Q3 2023. 113 funds tracked by Wall St. Rank hold IBMP as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 332 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2023, an estimated $8.13K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $8.13K 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 Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.