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True Link Financial Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

True Link Financial 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
2024
Q4 		– Sell
-8,592
Closed -$219K – 79
2024
Q3 		$219K Buy
+8,592
New +$217K 0.02% 62

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Link Financial Advisors's IBMP Position: Q4 2024 in Review

True Link Financial Advisors sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2024, closing a stake of 8,592 shares — an estimated $219K sold.

True Link Financial Advisors first reported a position in IBMP in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 146 funds tracked by Wall St. Rank hold IBMP as of Q4 2024.

  • True Link Financial Advisors reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • True Link Financial Advisors sold 8,592 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2024, an estimated $219K.
  • True Link Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • True Link Financial Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $219K in Q3 2024.
  • 146 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2024.

Based on True Link Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.