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Garden State Investment Advisory Services’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Garden State Investment Advisory Services’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 		– Sell
-10,751
Closed -$272K – 324
2025
Q1 		$272K Sell
10,751
-6,011
-36% -$152K 0.09% 196
2024
Q4 		$421K Sell
16,762
-2,720
-14% -$68.8K 0.13% 141
2024
Q3 		$496K Hold
19,482
– – 0.16% 118
2024
Q2 		$487K Sell
19,482
-15,127
-44% -$378K 0.17% 115
2024
Q1 		$871K Sell
34,609
-1
-0% -$25 0.32% 66
2023
Q4 		$880K Sell
34,610
-3,937
-10% -$97.8K 0.35% 61
2023
Q3 		$944K Buy
38,547
+4,683
+14% +$117K 0.43% 50
2023
Q2 		$849K Buy
33,864
+14,761
+77% +$372K 0.33% 61
2023
Q1 		$486K Buy
19,103
+66
+0.3% +$1.67K 0.21% 92
2022
Q4 		$477K Buy
+19,037
New +$471K 0.28% 83

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 22.9% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 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

Garden State Investment Advisory Services's IBMP Position: Q2 2025 in Review

Garden State Investment Advisory Services sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2025, closing a stake of 10,751 shares — an estimated $272K sold.

Garden State Investment Advisory Services first reported a position in IBMP in Q4 2022 and held it in 10 quarters. The position peaked at $944K in Q3 2023. 165 funds tracked by Wall St. Rank hold IBMP as of Q2 2025.

  • Garden State Investment Advisory Services reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 10,751 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2025, an estimated $272K.
  • Garden State Investment Advisory Services first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and held it in 10 quarters.
  • Garden State Investment Advisory Services's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $944K in Q3 2023.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.