Kades & Cheifetz’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Kades & Cheifetz’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
2024 Q4	$732K	Buy	29,128 +11,755	+68%	+$297K	0.37%	58
2024 Q3	$442K	Buy	17,373 +4,068	+31%	+$103K	0.25%	66
2024 Q2	$333K	Buy	13,305 +78	+0.6%	+$1.95K	0.21%	73
2024 Q1	$333K	Buy	13,227 +38	+0.3%	+$960	0.21%	69
2023 Q4	$335K	Buy	13,189 +2,190	+20%	+$54.4K	0.24%	65
2023 Q3	$269K	Buy	10,999 +19	+0.2%	+$473	0.21%	62
2023 Q2	$275K	Buy	10,980 +1,040	+10%	+$26.2K	0.21%	66
2023 Q1	$253K	Buy	+9,940	New	+$252K	0.2%	71

Other funds holding IBMP

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

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

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

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

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

HWA

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kades & Cheifetz's IBMP Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 68% in Q4 2024, buying an estimated $297K and bringing the position to 29,128 shares worth $732K. The position accounts for 0.37% of the portfolio, ranked #58.

Kades & Cheifetz first reported a position in IBMP in Q1 2023 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold IBMP as of Q4 2024.

Kades & Cheifetz held 29,128 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $732K as of Q4 2024.
Kades & Cheifetz bought 11,755 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2024, an estimated $297K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.37% of Kades & Cheifetz's portfolio in Q4 2024, its #58 holding.
Kades & Cheifetz first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2023 and has held it in 8 quarters since.
146 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.