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

Mutual 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
2024
Q1 		– Sell
-8,134
Closed -$207K – 1103
2023
Q4 		$207K Buy
+8,134
New +$202K 0.01% 955
2023
Q3 		– Sell
-8,174
Closed -$205K – 1012
2023
Q2 		$205K Hold
8,174
– – 0.01% 938
2023
Q1 		$208K Sell
8,174
-18
-0.2% -$455 0.01% 916
2022
Q4 		$205K Buy
+8,192
New +$203K 0.01% 866
2022
Q3 		– Sell
-8,192
Closed -$206K – 907
2022
Q2 		$206K Buy
+8,192
New +$205K 0.01% 783

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return