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Colony Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Colony Group’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
2023
Q3 		$793K Hold
32,407
– – 0.01% 468
2023
Q2 		$812K Buy
32,407
+24,407
+305% +$614K 0.01% 472
2023
Q1 		$204K Buy
+8,000
New +$202K ﹤0.01% 750

Other funds holding IBMP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Colony Group's IBMP Position: Q3 2023 in Review

Colony Group held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q3 2023 at 32,407 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #468.

Colony Group first reported a position in IBMP in Q1 2023 and has held it in 3 quarters since. The position peaked at $812K in Q2 2023. 103 funds tracked by Wall St. Rank hold IBMP as of Q3 2023.

  • Colony Group held 32,407 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $793K as of Q3 2023.
  • Colony Group left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q3 2023.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Colony Group's portfolio in Q3 2023, its #468 holding.
  • Colony Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Colony Group's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $812K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.