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

Covington Investment 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 		$9.43M Buy
370,490
+3,500
+1% +$89.1K 1.39% 24
2025
Q4 		$9.32M Buy
366,990
+30,175
+9% +$766K 1.27% 26
2025
Q3 		$8.58M Buy
336,815
+7,700
+2% +$196K 1.12% 33
2025
Q2 		$8.34M Buy
329,115
+4,450
+1% +$112K 1.19% 30
2025
Q1 		$8.21M Buy
324,665
+19,200
+6% +$485K 1.28% 30
2024
Q4 		$7.68M Buy
305,465
+19,150
+7% +$484K 1.15% 33
2024
Q3 		$7.29M Buy
286,315
+1,575
+0.6% +$39.8K 1.1% 37
2024
Q2 		$7.12M Buy
284,740
+1,060
+0.4% +$26.5K 1.14% 35
2024
Q1 		$7.14M Buy
283,680
+45,570
+19% +$1.15M 1.16% 36
2023
Q4 		$6.05M Buy
+238,110
New +$5.92M 1.1% 37

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