Vigilant Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Vigilant Capital 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
2023 Q2	$54K	Hold	2,170	–	–	﹤0.01%	266
2023 Q1	$55K	Buy	2,170 +210	+11%	+$5.31K	﹤0.01%	262
2022 Q4	$49K	Buy	1,960 +320	+20%	+$7.92K	﹤0.01%	271
2022 Q3	$40K	Sell	1,640 -236	-13%	-$5.96K	﹤0.01%	307
2022 Q2	$47K	Buy	1,876 +786	+72%	+$19.7K	﹤0.01%	276
2022 Q1	$28K	Buy	1,090 +600	+122%	+$15.7K	﹤0.01%	348
2021 Q4	$13K	Buy	490 +400	+444%	+$10.8K	﹤0.01%	453
2021 Q3	$2K	Hold	90	–	–	﹤0.01%	769
2021 Q2	$2K	Buy	+90	New	+$2.44K	﹤0.01%	427

Other funds holding IBMP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HWA

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

WSTAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Vigilant Capital Management's IBMP Position: Q2 2023 in Review

Vigilant Capital Management held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2023 at 2,170 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Vigilant Capital Management first reported a position in IBMP in Q2 2021 and has held it in 9 quarters since. The position peaked at $55K in Q1 2023. 99 funds tracked by Wall St. Rank hold IBMP as of Q2 2023.

Vigilant Capital Management held 2,170 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $54K as of Q2 2023.
Vigilant Capital Management left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2023.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #266 holding.
Vigilant Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2021 and has held it in 9 quarters since.
Vigilant Capital Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $55K in Q1 2023.
99 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.