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Prime Capital Investment Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Prime Capital Investment Advisors’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 		$262K Sell
10,284
-2,894
-22% -$73.7K ﹤0.01% 889
2025
Q4 		$335K Buy
13,178
+131
+1% +$3.33K ﹤0.01% 781
2025
Q3 		$332K Sell
13,047
-529
-4% -$13.5K ﹤0.01% 771
2025
Q2 		$344K Sell
13,576
-1,211
-8% -$30.5K ﹤0.01% 721
2025
Q1 		$374K Buy
14,787
+2,312
+19% +$58.4K ﹤0.01% 763
2024
Q4 		$314K Hold
12,475
– – ﹤0.01% 715
2024
Q3 		$317K Sell
12,475
-898
-7% -$22.7K ﹤0.01% 715
2024
Q2 		$334K Sell
13,373
-1,053
-7% -$26.3K 0.01% 695
2024
Q1 		$363K Hold
14,426
– – 0.01% 721
2023
Q4 		$367K Buy
14,426
+733
+5% +$18.2K 0.01% 679
2023
Q3 		$335K Buy
+13,693
New +$341K 0.01% 555

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