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JFS Wealth Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

JFS Wealth Advisors’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
Q4 		– Sell
-103
Closed -$2.62K – 1951
2025
Q3 		$2.62K Hold
103
– – ﹤0.01% 1361
2025
Q2 		$2.61K Buy
+103
New +$2.6K ﹤0.01% 1318

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

JFS Wealth Advisors's IBMP Position: Q4 2025 in Review

JFS Wealth Advisors sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2025, closing a stake of 103 shares — an estimated $2.62K sold.

JFS Wealth Advisors first reported a position in IBMP in Q2 2025 and held it in 2 quarters. The position peaked at $2.62K in Q3 2025. 180 funds tracked by Wall St. Rank hold IBMP as of Q4 2025.

  • JFS Wealth Advisors reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 103 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2025, an estimated $2.62K.
  • JFS Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2025 and held it in 2 quarters.
  • JFS Wealth Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $2.62K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.