AA
IBMP icon

Addison Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Addison Advisors’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 		$88.5K Buy
3,480
+2,570
+282% +$65.2K 0.04% 199
2026
Q1 		$23.2K Hold
910
– – 0.01% 534
2025
Q4 		$23.1K Hold
910
– – 0.01% 528
2025
Q3 		$23.2K Hold
910
– – 0.01% 530
2025
Q2 		$23.1K Buy
+910
New +$22.9K 0.01% 516
2024
Q2 		– Sell
-930
Closed -$23.4K – 782
2024
Q1 		$23.4K Sell
930
-140
-13% -$3.54K 0.01% 450
2023
Q4 		$27.2K Buy
1,070
+140
+15% +$3.48K 0.01% 424
2023
Q3 		$22.8K Buy
+930
New +$23.2K 0.01% 409

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

Addison Advisors's IBMP Position: Q2 2026 in Review

Addison Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 282% in Q2 2026, buying an estimated $65.2K and bringing the position to 3,480 shares worth $88.5K. The position accounts for 0.04% of the portfolio, ranked #199.

Addison Advisors first reported a position in IBMP in Q3 2023 and has held it in 8 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Addison Advisors held 3,480 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $88.5K as of Q2 2026.
  • Addison Advisors bought 2,570 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $65.2K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.04% of Addison Advisors's portfolio in Q2 2026, its #199 holding.
  • Addison Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2023 and has held it in 8 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.