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

Clearstead 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
2026
Q1 		$24.8M Buy
976,335
+19,752
+2% +$503K 0.25% 88
2025
Q4 		$24.3M Buy
956,583
+33,408
+4% +$848K 0.31% 63
2025
Q3 		$23.5M Buy
923,175
+24,775
+3% +$630K 0.34% 63
2025
Q2 		$22.8M Buy
898,400
+27,344
+3% +$689K 0.32% 65
2025
Q1 		$22M Sell
871,056
-9,061
-1% -$229K 0.34% 61
2024
Q4 		$22.1M Buy
880,117
+69,453
+9% +$1.76M 0.34% 63
2024
Q3 		$20.6M Buy
810,664
+20,018
+3% +$506K 0.32% 67
2024
Q2 		$19.8M Buy
+790,646
New +$19.8M 0.34% 62

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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return