Advisory Services Network’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Advisory Services Network’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	$254K	Hold	10,000	–	–	﹤0.01%	1842
2026 Q1	$254K	Hold	10,000	–	–	﹤0.01%	1676
2025 Q4	$254K	Hold	10,000	–	–	﹤0.01%	1573
2025 Q3	$255K	Hold	10,000	–	–	﹤0.01%	1557
2025 Q2	$254K	Hold	10,000	–	–	﹤0.01%	1518
2025 Q1	$253K	Hold	10,000	–	–	﹤0.01%	1409
2024 Q4	$251K	Sell	10,000 -500	-5%	-$12.6K	﹤0.01%	1386
2024 Q3	$263K	Hold	10,500	–	–	0.01%	1270
2024 Q2	$263K	Sell	10,500 -500	-5%	-$12.5K	0.01%	1270
2024 Q1	$277K	Sell	11,000 -1,599	-13%	-$40.4K	0.01%	1184
2023 Q4	$320K	Buy	12,599 +649	+5%	+$16.1K	0.01%	1060
2023 Q3	$293K	Buy	11,950 +3,950	+49%	+$98.3K	0.01%	1145
2023 Q2	$201K	Sell	8,000 -500	-6%	-$12.6K	0.01%	1307
2023 Q1	$216K	Hold	8,500	–	–	0.01%	1268
2022 Q4	$213K	Sell	8,500 -15	-0.2%	-$371	0.01%	1240
2022 Q3	$208K	Buy	+8,515	New	+$215K	0.01%	1185
2021 Q3	–	Sell	-411	Closed	-$11K	–	2261
2021 Q2	$11K	Buy	+411	New	+$11.1K	﹤0.01%	2751
2021 Q1	–	Sell	-295	Closed	-$8K	–	2075
2020 Q4	$8K	Sell	295 -748	-72%	-$20.3K	﹤0.01%	2539
2020 Q3	$28K	Buy	+1,043	New	+$28.3K	﹤0.01%	1898

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

Advisory Services Network's IBMP Position: Q2 2026 in Review

Advisory Services Network held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 10,000 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Advisory Services Network first reported a position in IBMP in Q3 2020 and has held it in 19 quarters since. The position peaked at $320K in Q4 2023. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Advisory Services Network held 10,000 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $254K as of Q2 2026.
Advisory Services Network left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1842 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2020 and has held it in 19 quarters since.
Advisory Services Network's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $320K in Q4 2023.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.