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

Sightline Wealth 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
2025
Q4 		– Sell
-10,149
Closed -$259K – 102
2025
Q3 		$259K Buy
10,149
+63
+0.6% +$1.6K 0.12% 78
2025
Q2 		$256K Buy
10,086
+61
+0.6% +$1.54K 0.12% 70
2025
Q1 		$253K Buy
10,025
+41
+0.4% +$1.03K 0.13% 70
2024
Q4 		$251K Buy
9,984
+79
+0.8% +$2K 0.14% 73
2024
Q3 		$252K Buy
+9,905
New +$250K 0.14% 71

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Sightline Wealth Advisors's IBMP Position: Q4 2025 in Review

Sightline Wealth Advisors sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2025, closing a stake of 10,149 shares — an estimated $259K sold.

Sightline Wealth Advisors first reported a position in IBMP in Q3 2024 and held it in 5 quarters. The position peaked at $259K in Q3 2025. 180 funds tracked by Wall St. Rank hold IBMP as of Q4 2025.

  • Sightline Wealth Advisors reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sightline Wealth Advisors sold 10,149 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2025, an estimated $259K.
  • Sightline Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2024 and held it in 5 quarters.
  • Sightline Wealth Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $259K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2025.

Based on Sightline Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.