Cerity Partners
IBMP icon

Cerity Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Cerity Partners’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
2024
Q4 		– Sell
-12,204
Closed -$311K – 2510
2024
Q3 		$311K Buy
+12,204
New +$308K ﹤0.01% 2035

Other funds holding IBMP

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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's IBMP Position: Q4 2024 in Review

Cerity Partners sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2024, closing a stake of 12,204 shares — an estimated $311K sold.

Cerity Partners first reported a position in IBMP in Q3 2024 and held it in 1 quarter. The position peaked at $311K in Q3 2024. 146 funds tracked by Wall St. Rank hold IBMP as of Q4 2024.

  • Cerity Partners reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 12,204 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2024, an estimated $311K.
  • Cerity Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Cerity Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $311K in Q3 2024.
  • 146 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.