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

WealthBridge 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
2026
Q1 		$414K Buy
16,291
+1,131
+7% +$28.8K 0.1% 142
2025
Q4 		$385K Buy
15,160
+761
+5% +$19.3K 0.09% 143
2025
Q3 		$367K Buy
14,399
+256
+2% +$6.51K 0.09% 152
2025
Q2 		$359K Buy
14,143
+778
+6% +$19.6K 0.09% 150
2025
Q1 		$338K Buy
13,365
+303
+2% +$7.65K 0.1% 144
2024
Q4 		$328K Buy
13,062
+1,479
+13% +$37.4K 0.09% 142
2024
Q3 		$295K Buy
+11,583
New +$293K 0.08% 161
2024
Q2 		– Sell
-9,703
Closed -$244K – 191
2024
Q1 		$244K Sell
9,703
-129
-1% -$3.26K 0.08% 155
2023
Q4 		$250K Sell
9,832
-839
-8% -$20.8K 0.09% 143
2023
Q3 		$261K Sell
10,671
-440
-4% -$11K 0.11% 136
2023
Q2 		$279K Buy
11,111
+27
+0.2% +$680 0.11% 137
2023
Q1 		$282K Buy
11,084
+1,810
+20% +$45.8K 0.11% 150
2022
Q4 		$233K Buy
+9,274
New +$230K 0.1% 173

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