Cetera Investment Advisers
IBMP icon

Cetera Investment Advisers’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$2.18M Buy
85,886
+51,578
+150% +$1.31M ﹤0.01% 2210
2025
Q4 		$871K Buy
34,308
+2,850
+9% +$72.3K ﹤0.01% 2943
2025
Q3 		$801K Buy
31,458
+297
+1% +$7.56K ﹤0.01% 2977
2025
Q2 		$790K Buy
31,161
+5,466
+21% +$138K ﹤0.01% 2587
2025
Q1 		$650K Buy
25,695
+6,601
+35% +$167K ﹤0.01% 2624
2024
Q4 		$480K Buy
19,094
+11,040
+137% +$279K ﹤0.01% 2716
2024
Q3 		$205K Buy
+8,054
New +$204K ﹤0.01% 3361
2024
Q2 		– Sell
-29,999
Closed -$755K – 3794
2024
Q1 		$755K Buy
29,999
+10,768
+56% +$272K ﹤0.01% 2296
2023
Q4 		$489K Buy
19,231
+231
+1% +$5.74K ﹤0.01% 1505
2023
Q3 		$465K Hold
19,000
– – ﹤0.01% 1463
2023
Q2 		$476K Hold
19,000
– – ﹤0.01% 1478
2023
Q1 		$484K Hold
19,000
– – ﹤0.01% 1456
2022
Q4 		$476K Buy
+19,000
New +$470K ﹤0.01% 1403

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return