Choreo LLC’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Choreo LLC’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 Q3	$1.49M	Buy	+58,938	New	+$1.49M	0.02%	517

Other funds holding IBMP

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Choreo LLC's IBMP Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026: 58,938 shares worth $1.49M. The stake represents 0.02% of the portfolio and ranks #517 among its holdings.

77 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Choreo LLC held 58,938 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.49M as of Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new Choreo LLC position in Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Choreo LLC's portfolio in Q3 2026, its #517 holding.
77 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.