CAPTRUST FINANCIAL ADVISORS

Position in IBMP — iShares iBonds Dec 2027 Term Muni Bond ETF

CIK 1512024 RALEIGH, NC

All Filings in IBMP

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 IBMP	$558,408	21,950	-10.5%	Shares	Sole	2026-05-15
2025-12-31 IBMP	$622,613	24,522	+12.7%	Shares	Sole	2026-02-17
2025-09-30 IBMP	$554,437	21,764	+13.5%	Shares	Sole	2025-11-19
2025-06-30 IBMP	$486,238	19,181	-8.0%	Shares	Sole	2025-08-15
2025-03-31 IBMP	$526,809	20,839	-14.2%	Shares	Sole	2025-05-15
2024-12-31 IBMP	$610,474	24,283	-5.8%	Shares	Sole	2025-02-14
2024-09-30 IBMP	$656,380	25,791	+26.5%	Shares	Sole	2024-11-14
2024-06-30 IBMP	$509,978	20,391	+15.7%	Shares	Sole	2024-08-15
2024-03-31 IBMP	$443,696	17,628	+7.9%	Shares	Sole	2024-05-15
2023-12-31 IBMP	$415,230	16,338	+1.6%	Shares	Sole	2024-02-14
2023-09-30 IBMP	$393,467	16,073	0.0%	Shares	Sole	2023-11-15
2023-06-30 IBMP	$402,869	16,073	-19.7%	Shares	Sole	2023-08-15
2023-03-31 IBMP	$509,836	20,025	-8.9%	Shares	Sole	2023-05-15
2022-12-31 IBMP	$551,123	21,979	-21.9%	Shares	Sole	2023-02-15
2022-09-30 IBMP	$685,993	28,126	+38.2%	Shares	Sole	2022-11-16
2022-06-30 IBMP	$512,335	20,355	+20.7%	Shares	Sole	2022-08-23
2022-03-31 IBMP	$428,885	16,866	-41.3%	Shares	Sole	2022-05-16
2021-12-31 IBMP	$776,588	28,720	0.0%	Shares	Sole	2022-02-14
2021-09-30 IBMP	$775,727	28,720	-20.0%	Shares	Sole	2021-11-16
2021-06-30 IBMP	$974,840	35,915	+32.5%	Shares	Sole	2021-08-16
2021-03-31 IBMP	$730,397	27,112	+25.4%	Shares	Sole	2021-05-17
2020-12-31 IBMP	$590,604	21,622	+4.0%	Shares	Sole	2021-02-16
2020-09-30 IBMP	$562,649	20,785	-2.3%	Shares	Sole	2020-11-17
2020-06-30 IBMP	$570,622	21,276	+21.6%	Shares	Sole	2020-08-14
2020-03-31 IBMP	$455,323	17,499	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.