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Harbour Investments’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Harbour Investments’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
2021
Q4 		– Sell
-27
Closed -$1K – 3122
2021
Q3 		$1K Hold
27
– – ﹤0.01% 3525
2021
Q2 		$1K Hold
27
– – ﹤0.01% 3574
2021
Q1 		$1K Buy
+27
New +$733 ﹤0.01% 3405

Other funds holding IBMP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Harbour Investments's IBMP Position: Q4 2021 in Review

Harbour Investments sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2021, closing a stake of 27 shares — an estimated $1K sold.

Harbour Investments first reported a position in IBMP in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 45 funds tracked by Wall St. Rank hold IBMP as of Q4 2021.

  • Harbour Investments reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 27 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2021, an estimated $1K.
  • Harbour Investments first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.