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 – 2767
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 – 2295
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

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LIA
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NA
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