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Richard P. Slaughter Associates’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Richard P. Slaughter Associates’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
Q1 		– Sell
-7,780
Closed -$210K – 138
2021
Q4 		$210K Buy
+7,780
New +$210K 0.07% 124

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Morgan Stanley
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PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Richard P. Slaughter Associates's IBMP Position: Q1 2022 in Review

Richard P. Slaughter Associates sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2022, closing a stake of 7,780 shares — an estimated $210K sold.

Richard P. Slaughter Associates first reported a position in IBMP in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 53 funds tracked by Wall St. Rank hold IBMP as of Q1 2022.

  • Richard P. Slaughter Associates reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 7,780 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2022, an estimated $210K.
  • Richard P. Slaughter Associates first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2021 and held it in 1 quarter.
  • Richard P. Slaughter Associates's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $210K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2022.

Based on Richard P. Slaughter Associates's 13F filing for Q1 2022, filed 11 Apr 2022.