OMC
IBMP icon

Old Mission Capital’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Old Mission Capital’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
Q4 		– Sell
-32,101
Closed -$817K – 1043
2024
Q3 		$817K Buy
+32,101
New +$811K 0.01% 561
2023
Q4 		– Sell
-38,314
Closed -$938K – 1476
2023
Q3 		$938K Buy
+38,314
New +$954K 0.02% 502
2022
Q3 		– Sell
-20,105
Closed -$506K – 1129
2022
Q2 		$506K Buy
20,105
+474
+2% +$11.9K 0.01% 771
2022
Q1 		$499K Buy
+19,631
New +$514K 0.01% 722

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

Old Mission Capital's IBMP Position: Q4 2024 in Review

Old Mission Capital sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2024, closing a stake of 32,101 shares — an estimated $817K sold.

Old Mission Capital first reported a position in IBMP in Q1 2022 and held it in 4 quarters. The position peaked at $938K in Q3 2023. 146 funds tracked by Wall St. Rank hold IBMP as of Q4 2024.

  • Old Mission Capital reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Old Mission Capital sold 32,101 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2024, an estimated $817K.
  • Old Mission Capital first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2022 and held it in 4 quarters.
  • Old Mission Capital's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $938K in Q3 2023.
  • 146 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.