Rockbridge Investment Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Rockbridge Investment 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
2022 Q2	–	Sell	-962	Closed	-$24.4K	–	720
2022 Q1	$24.4K	Hold	962	–	–	﹤0.01%	395
2021 Q4	$26K	Hold	962	–	–	﹤0.01%	447
2021 Q3	$26K	Hold	962	–	–	﹤0.01%	412
2021 Q2	$26K	Hold	962	–	–	﹤0.01%	408
2021 Q1	$26K	Hold	962	–	–	﹤0.01%	379
2020 Q4	$26K	Hold	962	–	–	0.01%	372
2020 Q3	$26K	Hold	962	–	–	0.01%	340
2020 Q2	$26K	Buy	+962	New	+$25.4K	0.01%	302

Other funds holding IBMP

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Rockbridge Investment Management's IBMP Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2022, closing a stake of 962 shares — an estimated $24.4K sold.

Rockbridge Investment Management first reported a position in IBMP in Q2 2020 and held it in 8 quarters. The position peaked at $26K in Q4 2021. 59 funds tracked by Wall St. Rank hold IBMP as of Q2 2022.

Rockbridge Investment Management reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 962 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2022, an estimated $24.4K.
Rockbridge Investment Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $26K in Q4 2021.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.