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Exchange Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Exchange Capital 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
2025
Q2 		$354K Sell
13,951
-1,035
-7% -$26.1K 0.05% 179
2025
Q1 		$379K Sell
14,986
-1,065
-7% -$26.9K 0.06% 173
2024
Q4 		$404K Sell
16,051
-155
-1% -$3.92K 0.06% 174
2024
Q3 		$412K Buy
16,206
+3,095
+24% +$78.2K 0.07% 161
2024
Q2 		$328K Buy
+13,111
New +$328K 0.05% 171

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Exchange Capital Management's IBMP Position: Q2 2025 in Review

Exchange Capital Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 6.9% in Q2 2025, selling an estimated $26.1K and leaving 13,951 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #179.

Exchange Capital Management first reported a position in IBMP in Q2 2024 and has held it in 5 quarters since. The position peaked at $412K in Q3 2024. 165 funds tracked by Wall St. Rank hold IBMP as of Q2 2025.

  • Exchange Capital Management held 13,951 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $354K as of Q2 2025.
  • Exchange Capital Management sold 1,035 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2025, an estimated $26.1K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.05% of Exchange Capital Management's portfolio in Q2 2025, its #179 holding.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Exchange Capital Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $412K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.