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Sanctuary Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Sanctuary 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 		$3.04M Sell
119,585
-3,932
-3% -$100K 0.02% 734
2025
Q4 		$3.14M Buy
123,517
+57,908
+88% +$1.47M 0.02% 704
2025
Q3 		$1.67M Buy
65,609
+2,154
+3% +$54.8K 0.01% 997
2025
Q2 		$1.61M Buy
63,455
+37,666
+146% +$949K 0.01% 951
2025
Q1 		$652K Buy
25,789
+62
+0.2% +$1.56K ﹤0.01% 1355
2024
Q4 		$650K Sell
25,727
-2,872
-10% -$72.6K ﹤0.01% 1529
2024
Q3 		$723K Buy
28,599
+4,167
+17% +$105K ﹤0.01% 1462
2024
Q2 		$609K Buy
+24,432
New +$610K ﹤0.01% 1512

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