MB, Levis & Associates’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

MB, Levis & Associates’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
2023 Q4	–	Sell	-47,145	Closed	-$1.15M	–	282
2023 Q3	$1.15M	Sell	47,145 -5,434	-10%	-$135K	0.75%	25
2023 Q2	$1.32M	Sell	52,579 -308	-0.6%	-$7.75K	0.84%	25
2023 Q1	$1.35M	Sell	52,887 -20,807	-28%	-$527K	0.94%	23
2022 Q4	$1.85M	Buy	+73,694	New	+$1.82M	1.45%	17

Other funds holding IBMP

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

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

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

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

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MB, Levis & Associates's IBMP Position: Q4 2023 in Review

MB, Levis & Associates sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2023, closing a stake of 47,145 shares — an estimated $1.15M sold.

MB, Levis & Associates first reported a position in IBMP in Q4 2022 and held it in 4 quarters. The position peaked at $1.85M in Q4 2022. 113 funds tracked by Wall St. Rank hold IBMP as of Q4 2023.

MB, Levis & Associates reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
MB, Levis & Associates sold 47,145 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2023, an estimated $1.15M.
MB, Levis & Associates first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
MB, Levis & Associates's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.85M in Q4 2022.
113 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2023.

Based on MB, Levis & Associates's 13F filing for Q4 2023, filed 7 May 2025.