Childress Capital Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Childress Capital Advisors’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
2021 Q4	–	Sell	-9,700	Closed	-$261K	–	177
2021 Q3	$261K	Hold	9,700	–	–	0.11%	153
2021 Q2	$263K	Hold	9,700	–	–	0.12%	132
2021 Q1	$261K	Buy	+9,700	New	+$263K	0.12%	133

Other funds holding IBMP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

WSTAM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Childress Capital Advisors's IBMP Position: Q4 2021 in Review

Childress Capital Advisors sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2021, closing a stake of 9,700 shares — an estimated $261K sold.

Childress Capital Advisors first reported a position in IBMP in Q1 2021 and held it in 3 quarters. The position peaked at $263K in Q2 2021. 45 funds tracked by Wall St. Rank hold IBMP as of Q4 2021.

Childress Capital Advisors reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Childress Capital Advisors sold 9,700 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2021, an estimated $261K.
Childress Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2021 and held it in 3 quarters.
Childress Capital Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $263K in Q2 2021.
45 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2021.

Based on Childress Capital Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.