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
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

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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