Wealth Enhancement Advisory Services
IBMP icon

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-19,880
Closed -$500K – 3050
2024
Q4 		$500K Buy
19,880
+3,978
+25% +$101K ﹤0.01% 1994
2024
Q3 		$405K Buy
+15,902
New +$402K ﹤0.01% 1967

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CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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
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

Wealth Enhancement Advisory Services's IBMP Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2025, closing a stake of 19,880 shares — an estimated $500K sold.

Wealth Enhancement Advisory Services first reported a position in IBMP in Q3 2024 and held it in 2 quarters. The position peaked at $500K in Q4 2024. 153 funds tracked by Wall St. Rank hold IBMP as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 19,880 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2025, an estimated $500K.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $500K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.