Corient Private Wealth
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Corient Private Wealth’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Corient Private Wealth’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
2025
Q4 		– Sell
-14,897
Closed -$380K – 2705
2025
Q3 		$380K Sell
14,897
-9,750
-40% -$248K ﹤0.01% 1971
2025
Q2 		$625K Sell
24,647
-33,110
-57% -$834K ﹤0.01% 1586
2025
Q1 		$1.46M Sell
57,757
-320,755
-85% -$8.1M ﹤0.01% 1106
2024
Q4 		$9.52M Sell
378,512
-20,591
-5% -$521K 0.02% 526
2024
Q3 		$10.2M Sell
399,103
-16,206
-4% -$410K 0.02% 558
2024
Q2 		$10.4M Sell
415,309
-43,976
-10% -$1.1M 0.02% 518
2024
Q1 		$11.6M Buy
+459,285
New +$11.6M 0.02% 492
2023
Q4 		– Sell
-455,095
Closed -$11.1M – 2293
2023
Q3 		$11.1M Buy
455,095
+35,471
+8% +$883K 0.03% 457
2023
Q2 		$10.5M Buy
419,624
+71,709
+21% +$1.8M 0.02% 464
2023
Q1 		$8.86M Buy
347,915
+61,256
+21% +$1.55M 0.02% 451
2022
Q4 		$7.19M Buy
+286,659
New +$7.1M 0.03% 420

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Corient Private Wealth's IBMP Position: Q4 2025 in Review

Corient Private Wealth sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2025, closing a stake of 14,897 shares — an estimated $380K sold.

Corient Private Wealth first reported a position in IBMP in Q4 2022 and held it in 11 quarters. The position peaked at $11.6M in Q1 2024. 179 funds tracked by Wall St. Rank hold IBMP as of Q4 2025.

  • Corient Private Wealth reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 14,897 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2025, an estimated $380K.
  • Corient Private Wealth first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and held it in 11 quarters.
  • Corient Private Wealth's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $11.6M in Q1 2024.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.