UCFA
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United Capital Financial Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

United Capital 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
2026
Q1 		$4.33M Buy
170,486
+37,505
+28% +$955K 0.03% 383
2025
Q4 		$3.38M Buy
132,981
+11,580
+10% +$294K 0.02% 422
2025
Q3 		$3.09M Buy
121,401
+11,675
+11% +$297K 0.02% 373
2025
Q2 		$2.78M Sell
109,726
-266
-0.2% -$6.7K 0.02% 380
2025
Q1 		$2.78M Buy
109,992
+17,211
+19% +$434K 0.02% 362
2024
Q4 		$2.33M Buy
92,781
+6,442
+7% +$163K 0.02% 387
2024
Q3 		$2.2M Sell
86,339
-1,847
-2% -$46.7K 0.02% 397
2024
Q2 		$2.21M Sell
88,186
-5,930
-6% -$148K 0.02% 380
2024
Q1 		$2.37M Sell
94,116
-14,807
-14% -$374K 0.02% 397
2023
Q4 		$2.77M Sell
108,923
-13,012
-11% -$323K 0.02% 366
2023
Q3 		$2.98M Buy
121,935
+1,526
+1% +$38K 0.02% 372
2023
Q2 		$3.02M Sell
120,409
-4,988
-4% -$126K 0.02% 387
2023
Q1 		$3.19M Sell
125,397
-12,207
-9% -$309K 0.02% 382
2022
Q4 		$3.45M Buy
+137,604
New +$3.41M 0.02% 385

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