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Wealthspire Advisors (New York)’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-7,812
Closed -$199K – 1888
2025
Q3 		$199K Buy
+7,812
New +$199K ﹤0.01% 792

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 $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBMP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q4 2025, closing a stake of 7,812 shares — an estimated $199K sold.

Wealthspire Advisors (New York) first reported a position in IBMP in Q3 2025 and held it in 1 quarter. The position peaked at $199K in Q3 2025. 179 funds tracked by Wall St. Rank hold IBMP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7,812 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q4 2025, an estimated $199K.
  • Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $199K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.