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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 – 1045
2024
Q3 		$817K Buy
+32,101
New +$811K 0.02% 561
2023
Q4 		– Sell
-38,314
Closed -$938K – 1476
2023
Q3 		$938K Buy
+38,314
New +$954K 0.03% 502
2022
Q3 		– Sell
-20,105
Closed -$506K – 1132
2022
Q2 		$506K Buy
20,105
+474
+2% +$11.9K 0.02% 771
2022
Q1 		$499K Buy
+19,631
New +$514K 0.01% 722

Other funds holding IBMP

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Wells Fargo
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 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