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Partners Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Partners Wealth Management’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
-11,604
Closed -$293K – 129
2025
Q2 		$293K Hold
11,604
– – 0.33% 80
2025
Q1 		$293K Sell
11,604
-9,954
-46% -$251K 0.33% 81
2024
Q4 		$542K Buy
+21,558
New +$545K 0.62% 46

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 $1.29B AUM 22.27% 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

Partners Wealth Management's IBMP Position: Q3 2025 in Review

Partners Wealth Management sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2025, closing a stake of 11,604 shares — an estimated $293K sold.

Partners Wealth Management first reported a position in IBMP in Q4 2024 and held it in 3 quarters. The position peaked at $542K in Q4 2024. 171 funds tracked by Wall St. Rank hold IBMP as of Q3 2025.

  • Partners Wealth Management reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Partners Wealth Management sold 11,604 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2025, an estimated $293K.
  • Partners Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Partners Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $542K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2025.

Based on Partners Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.