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PGIM Custom Harvest’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

PGIM Custom Harvest’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
2026
Q1 		$395K Buy
15,545
+5
+0% +$127 0.01% 203
2025
Q4 		$395K Sell
15,540
-668
-4% -$17K 0.01% 192
2025
Q3 		$413K Buy
16,208
+1,327
+9% +$33.8K 0.01% 176
2025
Q2 		$377K Sell
14,881
-218
-1% -$5.49K 0.01% 170
2025
Q1 		$382K Buy
15,099
+2,115
+16% +$53.4K 0.01% 172
2024
Q4 		$326K Hold
12,984
– – 0.01% 193
2024
Q3 		$330K Sell
12,984
-898
-6% -$22.7K 0.01% 188
2024
Q2 		$347K Buy
13,882
+38
+0.3% +$949 0.01% 167
2024
Q1 		$348K Hold
13,844
– – 0.01% 155
2023
Q4 		$352K Sell
13,844
-358
-3% -$8.89K 0.01% 145
2023
Q3 		$348K Buy
+14,202
New +$354K 0.01% 130

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return