10Elms LLP’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

10Elms LLP’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
2026 Q2	$717K	Buy	28,194 +800	+3%	+$20.3K	0.3%	55
2026 Q1	$697K	Buy	27,394 +4,700	+21%	+$120K	0.44%	45
2025 Q4	$576K	Buy	22,694 +700	+3%	+$17.8K	0.53%	38
2025 Q3	$560K	Buy	21,994 +650	+3%	+$16.5K	0.5%	40
2025 Q2	$541K	Buy	21,344 +200	+0.9%	+$5.04K	0.52%	40
2025 Q1	$535K	Buy	21,144 +4,950	+31%	+$125K	0.54%	40
2024 Q4	$407K	Buy	+16,194	New	+$409K	0.42%	46

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

10Elms LLP's IBMP Position: Q2 2026 in Review

10Elms LLP increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.9% in Q2 2026, buying an estimated $20.3K and bringing the position to 28,194 shares worth $717K. The position accounts for 0.3% of the portfolio, ranked #55.

10Elms LLP first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

10Elms LLP held 28,194 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $717K as of Q2 2026.
10Elms LLP bought 800 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $20.3K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.3% of 10Elms LLP's portfolio in Q2 2026, its #55 holding.
10Elms LLP first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.