OAJ
IBMP icon

Ogorek Anthony Joseph’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Ogorek Anthony Joseph’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
Q1 		– Sell
-756
Closed -$19K – 654
2024
Q4 		$19K Buy
756
+6
+0.8% +$152 0.01% 183
2024
Q3 		$19K Buy
750
+4
+0.5% +$101 0.01% 179
2024
Q2 		$18K Buy
746
+4
+0.5% +$100 0.01% 173
2024
Q1 		$18K Hold
742
– – 0.01% 174
2023
Q4 		$18K Hold
742
– – 0.01% 175
2023
Q3 		$18K Hold
742
– – 0.01% 175
2023
Q2 		$18K Buy
+742
New +$18.7K 0.01% 165

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return