Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$18.8M	Buy	746,061 +51,688	+7%	+$1.31M	0.53%	43
2023 Q4	$17.6M	Buy	694,373 +44,996	+7%	+$1.12M	0.54%	42
2023 Q3	$15.9M	Buy	649,377 +55,216	+9%	+$1.37M	0.55%	42
2023 Q2	$14.9M	Buy	594,161 +24,039	+4%	+$605K	0.49%	49
2023 Q1	$14.5M	Buy	570,122 +10,411	+2%	+$263K	0.5%	49
2022 Q4	$14M	Buy	559,711 +45,591	+9%	+$1.13M	0.53%	43
2022 Q3	$12.5M	Buy	514,120 +354,340	+222%	+$8.95M	0.54%	40
2022 Q2	$4.02M	Buy	159,780 +19,099	+14%	+$478K	0.17%	106
2022 Q1	$3.49M	Buy	140,681 +54,336	+63%	+$1.42M	0.14%	120
2021 Q4	$2.33M	Buy	86,345 +37,255	+76%	+$1M	0.08%	153
2021 Q3	$1.33M	Buy	+49,090	New	+$1.34M	0.05%	193

Other funds holding IBMP

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

HWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's IBMP Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 7.4% in Q1 2024, buying an estimated $1.31M and bringing the position to 746,061 shares worth $18.8M. The position accounts for 0.53% of the portfolio, ranked #43.

Wilbanks Smith & Thomas Asset Management first reported a position in IBMP in Q3 2021 and has held it in 11 quarters since. 122 funds tracked by Wall St. Rank hold IBMP as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 746,061 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $18.8M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 51,688 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2024, an estimated $1.31M.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.53% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #43 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2021 and has held it in 11 quarters since.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.