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Accretive Wealth Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Accretive Wealth Partners’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 		$231K Sell
9,099
-1,165
-11% -$29.6K 0.06% 162
2026
Q1 		$261K Buy
+10,264
New +$261K 0.07% 154
2025
Q4 		– Sell
-8,357
Closed -$213K – 157
2025
Q3 		$213K Buy
8,357
+105
+1% +$2.67K 0.07% 143
2025
Q2 		$209K Buy
+8,252
New +$208K 0.07% 142

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Accretive Wealth Partners's IBMP Position: Q2 2026 in Review

Accretive Wealth Partners reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 11% in Q2 2026, selling an estimated $29.6K and leaving 9,099 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #162.

Accretive Wealth Partners first reported a position in IBMP in Q2 2025 and has held it in 4 quarters since. The position peaked at $261K in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Accretive Wealth Partners held 9,099 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $231K as of Q2 2026.
  • Accretive Wealth Partners sold 1,165 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $29.6K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.06% of Accretive Wealth Partners's portfolio in Q2 2026, its #162 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Accretive Wealth Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $261K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.