Envestnet Asset Management
IBMP icon

Envestnet Asset Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Envestnet Asset Management’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
Q2 		$5.1M Sell
200,570
-506
-0.3% -$12.8K ﹤0.01% 2450
2026
Q1 		$5.12M Buy
201,076
+176,893
+731% +$4.5M ﹤0.01% 2300
2025
Q4 		$614K Sell
24,183
-118,745
-83% -$3.01M ﹤0.01% 3566
2025
Q3 		$3.64M Sell
142,928
-723,430
-84% -$18.4M ﹤0.01% 2474
2025
Q2 		$22M Buy
866,358
+7,056
+0.8% +$178K 0.01% 1192
2025
Q1 		$21.7M Sell
859,302
-41,024
-5% -$1.04M 0.01% 1139
2024
Q4 		$22.6M Buy
900,326
+22,113
+3% +$559K 0.01% 1122
2024
Q3 		$22.4M Buy
878,213
+36,288
+4% +$917K 0.01% 1105
2024
Q2 		$21.1M Buy
841,925
+25,048
+3% +$626K 0.01% 1100
2024
Q1 		$20.6M Buy
816,877
+24,580
+3% +$621K 0.01% 1095
2023
Q4 		$20.1M Buy
792,297
+31,920
+4% +$793K 0.01% 1033
2023
Q3 		$18.6M Sell
760,377
-5,631
-0.7% -$140K 0.01% 1007
2023
Q2 		$19.2M Buy
766,008
+24,159
+3% +$608K 0.01% 944
2023
Q1 		$18.9M Buy
741,849
+17,887
+2% +$453K 0.01% 916
2022
Q4 		$18.2M Buy
723,962
+224,485
+45% +$5.56M 0.01% 907
2022
Q3 		$12.2M Buy
499,477
+106,916
+27% +$2.7M 0.01% 1039
2022
Q2 		$9.88M Buy
392,561
+276,156
+237% +$6.91M 0.01% 1147
2022
Q1 		$2.96M Buy
+116,405
New +$3.05M ﹤0.01% 1954

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management's IBMP Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.25% in Q2 2026, selling an estimated $12.8K and leaving 200,570 shares worth $5.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Envestnet Asset Management first reported a position in IBMP in Q1 2022 and has held it in 18 quarters since. The position peaked at $22.6M in Q4 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Envestnet Asset Management held 200,570 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $5.1M as of Q2 2026.
  • Envestnet Asset Management sold 506 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $12.8K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2450 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Envestnet Asset Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $22.6M in Q4 2024.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.