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Novem Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Novem Group’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
2025
Q3 		– Sell
-9,997
Closed -$253K – 436
2025
Q2 		$253K Buy
9,997
+60
+0.6% +$1.51K 0.03% 340
2025
Q1 		$251K Buy
+9,937
New +$251K 0.04% 314

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Novem Group's IBMP Position: Q3 2025 in Review

Novem Group sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2025, closing a stake of 9,997 shares — an estimated $253K sold.

Novem Group first reported a position in IBMP in Q1 2025 and held it in 2 quarters. The position peaked at $253K in Q2 2025. 172 funds tracked by Wall St. Rank hold IBMP as of Q3 2025.

  • Novem Group reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Novem Group sold 9,997 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2025, an estimated $253K.
  • Novem Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2025 and held it in 2 quarters.
  • Novem Group's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $253K in Q2 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2025.

Based on Novem Group's 13F filing for Q3 2025, filed 10 Nov 2025.