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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mutual Advisors's IBMP Position: Q1 2024 in Review

Mutual Advisors sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2024, closing a stake of 8,134 shares — an estimated $207K sold.

Mutual Advisors first reported a position in IBMP in Q2 2022 and held it in 5 quarters. The position peaked at $208K in Q1 2023. 122 funds tracked by Wall St. Rank hold IBMP as of Q1 2024.

Mutual Advisors reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Mutual Advisors sold 8,134 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2024, an estimated $207K.
Mutual Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2022 and held it in 5 quarters.
Mutual Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $208K in Q1 2023.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2024.

Based on Mutual Advisors's 13F filing for Q1 2024, filed 2 May 2024.