Corient Private Wealth LLC
Position in IBMP — iShares iBonds Dec 2027 Term Muni Bond ETF
CIK 1948780
MIAMI, FL
All Filings in IBMP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 IBMP | $379,501 | 14,897 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBMP | $624,801 | 24,647 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 IBMP | $1,460,096 | 57,757 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IBMP | $9,515,791 | 378,512 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IBMP | $10,157,171 | 399,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IBMP | $10,386,878 | 415,309 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IBMP | $11,560,203 | 459,285 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 IBMP | $11,140,725 | 455,095 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 IBMP | $10,517,875 | 419,624 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 IBMP | $8,857,915 | 347,915 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IBMP | $7,187,974 | 286,659 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||