MV Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

MV Capital Management’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
2026 Q1	$368K	Hold	14,457	–	–	0.04%	139
2025 Q4	$367K	Buy	+14,457	New	+$367K	0.04%	142
2022 Q4	–	Sell	-953	Closed	-$23K	–	679
2022 Q3	$23K	Hold	953	–	–	﹤0.01%	315
2022 Q2	$24K	Hold	953	–	–	﹤0.01%	301
2022 Q1	$24K	Hold	953	–	–	﹤0.01%	311
2021 Q4	$26K	Hold	953	–	–	﹤0.01%	282
2021 Q3	$26K	Hold	953	–	–	﹤0.01%	277
2021 Q2	$26K	Hold	953	–	–	﹤0.01%	255
2021 Q1	$26K	Buy	+953	New	+$25.9K	﹤0.01%	206

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

HighTower Advisors

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

Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return

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

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return