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WrapManager Inc’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

WrapManager Inc’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
Q3 		– Sell
-14,004
Closed -$355K – 186
2025
Q2 		$355K Sell
14,004
-634
-4% -$16K 0.09% 142
2025
Q1 		$370K Sell
14,638
-463
-3% -$11.7K 0.1% 135
2024
Q4 		$380K Sell
15,101
-72
-0.5% -$1.82K 0.1% 135
2024
Q3 		$386K Sell
15,173
-476
-3% -$12K 0.1% 134
2024
Q2 		$391K Buy
15,649
+39
+0.2% +$974 0.11% 145
2024
Q1 		$393K Buy
15,610
+560
+4% +$14.2K 0.11% 154
2023
Q4 		$382K Buy
15,050
+2,115
+16% +$52.5K 0.11% 166
2023
Q3 		$317K Sell
12,935
-552
-4% -$13.7K 0.1% 186
2023
Q2 		$338K Sell
13,487
-1,370
-9% -$34.5K 0.1% 193
2023
Q1 		$378K Sell
14,857
-446
-3% -$11.3K 0.12% 186
2022
Q4 		$384K Buy
15,303
+2,906
+23% +$71.9K 0.12% 173
2022
Q3 		$302K Sell
12,397
-41
-0.3% -$1.03K 0.1% 200
2022
Q2 		$313K Sell
12,438
-111
-0.9% -$2.78K 0.1% 211
2022
Q1 		$319K Sell
12,549
-84
-0.7% -$2.2K 0.09% 228
2021
Q4 		$342K Sell
12,633
-108
-0.8% -$2.91K 0.09% 221
2021
Q3 		$344K Sell
12,741
-141
-1% -$3.84K 0.09% 213
2021
Q2 		$350K Hold
12,882
– – 0.09% 212
2021
Q1 		$347K Sell
12,882
-272
-2% -$7.39K 0.1% 195
2020
Q4 		$359K Buy
+13,154
New +$357K 0.1% 178

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.64B AUM 15.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

WrapManager Inc's IBMP Position: Q3 2025 in Review

WrapManager Inc sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2025, closing a stake of 14,004 shares — an estimated $355K sold.

WrapManager Inc first reported a position in IBMP in Q4 2020 and held it in 19 quarters. The position peaked at $393K in Q1 2024. 171 funds tracked by Wall St. Rank hold IBMP as of Q3 2025.

  • WrapManager Inc reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WrapManager Inc sold 14,004 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2025, an estimated $355K.
  • WrapManager Inc first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2020 and held it in 19 quarters.
  • WrapManager Inc's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $393K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2025.

Based on WrapManager Inc's 13F filing for Q3 2025, filed 10 Nov 2025.