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Commonwealth Financial Services’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Commonwealth Financial Services’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 		$370K Buy
14,540
+14
+0.1% +$356 0.06% 152
2025
Q4 		$369K Buy
14,526
+4,368
+43% +$111K 0.06% 148
2025
Q3 		$259K Sell
10,158
-93
-0.9% -$2.37K 0.04% 187
2025
Q2 		$260K Sell
10,251
-440
-4% -$11.1K 0.05% 172
2025
Q1 		$270K Sell
10,691
-957
-8% -$24.2K 0.06% 158
2024
Q4 		$293K Hold
11,648
– – 0.06% 149
2024
Q3 		$296K Buy
11,648
+1,116
+11% +$28.2K 0.06% 154
2024
Q2 		$264K Sell
10,532
-2,851
-21% -$71.2K 0.05% 157
2024
Q1 		$340K Hold
13,383
– – 0.08% 124
2023
Q4 		$340K Buy
+13,383
New +$333K 0.08% 123

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