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 – 653
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 $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ogorek Anthony Joseph's IBMP Position: Q1 2025 in Review

Ogorek Anthony Joseph sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2025, closing a stake of 756 shares — an estimated $19K sold.

Ogorek Anthony Joseph first reported a position in IBMP in Q2 2023 and held it in 7 quarters. The position peaked at $19K in Q4 2024. 153 funds tracked by Wall St. Rank hold IBMP as of Q1 2025.

  • Ogorek Anthony Joseph reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 756 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2025, an estimated $19K.
  • Ogorek Anthony Joseph first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2023 and held it in 7 quarters.
  • Ogorek Anthony Joseph's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $19K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2025, filed 9 May 2025.