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PFS Investments’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

PFS Investments’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
2022
Q4 		– Sell
-45,062
Closed -$1.1M – 452
2022
Q3 		$1.1M Buy
+45,062
New +$1.14M 0.02% 330

Other funds holding IBMP

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

PFS Investments's IBMP Position: Q4 2022 in Review

PFS Investments sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2022, closing a stake of 45,062 shares — an estimated $1.1M sold.

PFS Investments first reported a position in IBMP in Q3 2022 and held it in 1 quarter. The position peaked at $1.1M in Q3 2022. 82 funds tracked by Wall St. Rank hold IBMP as of Q4 2022.

  • PFS Investments reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • PFS Investments sold 45,062 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2022, an estimated $1.1M.
  • PFS Investments first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • PFS Investments's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.1M in Q3 2022.
  • 82 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2022.

Based on PFS Investments's 13F filing for Q4 2022, filed 14 Feb 2023.