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Integrated Wealth Concepts’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Integrated Wealth Concepts’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 		$5.27M Buy
207,105
+3,215
+2% +$81.8K 0.04% 408
2025
Q4 		$5.18M Buy
203,890
+2,435
+1% +$61.8K 0.06% 283
2025
Q3 		$5.13M Buy
201,455
+406
+0.2% +$10.3K 0.05% 372
2025
Q2 		$5.1M Buy
201,049
+8,812
+5% +$222K 0.05% 327
2025
Q1 		$4.86M Buy
192,237
+18,022
+10% +$455K 0.06% 319
2024
Q4 		$4.38M Buy
174,215
+62,462
+56% +$1.58M 0.05% 327
2024
Q3 		$2.84M Buy
111,753
+26,270
+31% +$664K 0.03% 445
2024
Q2 		$2.14M Buy
85,483
+5,064
+6% +$127K 0.03% 496
2024
Q1 		$2.02M Buy
80,419
+26,812
+50% +$678K 0.03% 515
2023
Q4 		$1.36M Buy
53,607
+23,864
+80% +$593K 0.02% 610
2023
Q3 		$728K Sell
29,743
-8,982
-23% -$224K 0.01% 825
2023
Q2 		$971K Buy
+38,725
New +$975K 0.02% 694

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