Freedom Investment Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Freedom Investment 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
2022 Q4	–	Sell	-9,425	Closed	-$230K	–	748
2022 Q3	$230K	Buy	9,425 +226	+2%	+$5.71K	0.03%	633
2022 Q2	$232K	Sell	9,199 -688	-7%	-$17.2K	0.02%	651
2022 Q1	$251K	Buy	9,887 +174	+2%	+$4.56K	0.02%	666
2021 Q4	$263K	Sell	9,713 -1,133	-10%	-$30.6K	0.02%	716
2021 Q3	$293K	Buy	+10,846	New	+$295K	0.02%	645

Other funds holding IBMP

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

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

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

HWA

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

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

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Freedom Investment Management's IBMP Position: Q4 2022 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2022, closing a stake of 9,425 shares — an estimated $230K sold.

Freedom Investment Management first reported a position in IBMP in Q3 2021 and held it in 5 quarters. The position peaked at $293K in Q3 2021. 82 funds tracked by Wall St. Rank hold IBMP as of Q4 2022.

Freedom Investment Management reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Freedom Investment Management sold 9,425 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2022, an estimated $230K.
Freedom Investment Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2021 and held it in 5 quarters.
Freedom Investment Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $293K in Q3 2021.
82 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.