Focus Partners Wealth
IBMP icon

Focus Partners Wealth’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Focus Partners Wealth’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 		$2.12M Buy
83,285
+10,280
+14% +$262K ﹤0.01% 1289
2025
Q4 		$1.85M Buy
73,005
+10,837
+17% +$275K ﹤0.01% 1357
2025
Q3 		$1.58M Hold
62,168
– – ﹤0.01% 1105
2025
Q2 		$1.58M Buy
62,168
+1,988
+3% +$50.1K ﹤0.01% 976
2025
Q1 		$1.52M Buy
60,180
+1,921
+3% +$48.5K ﹤0.01% 927
2024
Q4 		$1.46M Buy
58,259
+4,235
+8% +$107K ﹤0.01% 944
2024
Q3 		$1.37M Hold
54,024
– – ﹤0.01% 867
2024
Q2 		$1.35M Buy
54,024
+14,580
+37% +$364K ﹤0.01% 729
2024
Q1 		$993K Buy
39,444
+1,742
+5% +$44K 0.01% 600
2023
Q4 		$958K Buy
+37,702
New +$937K 0.01% 458

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