Tradition Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-1,250	Closed	-$32K	–	758
2023 Q4	$32K	Buy	1,250 +9	+0.7%	+$224	﹤0.01%	731
2023 Q3	$30K	Buy	1,241 +6	+0.5%	+$149	﹤0.01%	737
2023 Q2	$31K	Buy	1,235 +6	+0.5%	+$151	﹤0.01%	759
2023 Q1	$31K	Buy	1,229 +4	+0.3%	+$101	﹤0.01%	736
2022 Q4	$31K	Buy	1,225 +7	+0.6%	+$173	﹤0.01%	649
2022 Q3	$30K	Buy	1,218 +4	+0.3%	+$101	﹤0.01%	652
2022 Q2	$31K	Buy	1,214 +3	+0.2%	+$75	﹤0.01%	562
2022 Q1	$31K	Buy	1,211 +402	+50%	+$10.5K	﹤0.01%	620
2021 Q4	$22K	Buy	809 +2	+0.2%	+$54	﹤0.01%	706
2021 Q3	$22K	Buy	807 +2	+0.2%	+$54	﹤0.01%	702
2021 Q2	$22K	Buy	805 +1	+0.1%	+$27	﹤0.01%	737
2021 Q1	$22K	Buy	+804	New	+$21.8K	﹤0.01%	619

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tradition Wealth Management's IBMP Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2024, closing a stake of 1,250 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in IBMP in Q1 2021 and held it in 12 quarters. The position peaked at $32K in Q4 2023. 122 funds tracked by Wall St. Rank hold IBMP as of Q1 2024.

Tradition Wealth Management reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,250 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2024, an estimated $32K.
Tradition Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2021 and held it in 12 quarters.
Tradition Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $32K in Q4 2023.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.