Crumly & Associates’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Crumly & Associates’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 Q2	–	Sell	-21,854	Closed	-$552K	–	167
2025 Q1	$552K	Sell	21,854 -31,432	-59%	-$793K	0.15%	93
2024 Q4	$1.34M	Sell	53,286 -1,803	-3%	-$45.6K	0.36%	55
2024 Q3	$1.4M	Sell	55,089 -21,547	-28%	-$545K	0.39%	54
2024 Q2	$1.92M	Sell	76,636 -163,633	-68%	-$4.09M	0.55%	38
2024 Q1	$6.05M	Sell	240,269 -67,088	-22%	-$1.7M	1.59%	23
2023 Q4	$7.81M	Buy	+307,357	New	+$7.64M	2.27%	15

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Crumly & Associates's IBMP Position: Q2 2025 in Review

Crumly & Associates sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2025, closing a stake of 21,854 shares — an estimated $552K sold.

Crumly & Associates first reported a position in IBMP in Q4 2023 and held it in 6 quarters. The position peaked at $7.81M in Q4 2023. 165 funds tracked by Wall St. Rank hold IBMP as of Q2 2025.

Crumly & Associates reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Crumly & Associates sold 21,854 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2025, an estimated $552K.
Crumly & Associates first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and held it in 6 quarters.
Crumly & Associates's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $7.81M in Q4 2023.
165 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2025.

Based on Crumly & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.