Steward Partners Investment Advisory, LLC
Position in IBMP — iShares iBonds Dec 2027 Term Muni Bond ETF
CIK 1723397
STAMFORD, CT
All Filings in IBMP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBMP | $1,085,066 | 42,652 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 IBMP | $1,082,908 | 42,651 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 IBMP | $1,086,457 | 42,648 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 IBMP | $1,081,101 | 42,647 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 IBMP | $1,141,998 | 45,174 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IBMP | $1,536,908 | 61,134 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 IBMP | $1,909,437 | 75,027 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBMP | $2,367,321 | 94,655 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 IBMP | $2,452,740 | 97,447 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBMP | $2,602,648 | 102,406 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 IBMP | $3,235,129 | 132,154 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IBMP | $3,533,538 | 140,975 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 IBMP | $3,671,535 | 144,208 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IBMP | $3,670,528 | 146,382 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 IBMP | $3,790,986 | 155,432 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 IBMP | $4,033,291 | 160,242 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 IBMP | $199,871 | 7,860 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||