Allworth Financial’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Allworth Financial’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	$20.6K	Hold	812	–	–	﹤0.01%	3173
2026 Q1	$20.7K	Hold	812	–	–	﹤0.01%	2982
2025 Q4	$20.6K	Hold	812	–	–	﹤0.01%	2803
2025 Q3	$20.7K	Hold	812	–	–	﹤0.01%	2688
2025 Q2	$20.6K	Hold	812	–	–	﹤0.01%	2499
2025 Q1	$20.4K	Hold	812	–	–	﹤0.01%	2073
2024 Q4	$20.5K	Hold	812	–	–	﹤0.01%	2081
2024 Q3	$20.7K	Hold	812	–	–	﹤0.01%	1895
2024 Q2	$20.4K	Hold	812	–	–	﹤0.01%	1873
2024 Q1	$20.4K	Hold	812	–	–	﹤0.01%	1764
2023 Q4	$20.6K	Buy	+812	New	+$20.2K	﹤0.01%	1637

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 $1.27B AUM 11.08% 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

Allworth Financial's IBMP Position: Q2 2026 in Review

Allworth Financial held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 812 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

Allworth Financial first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.7K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Allworth Financial held 812 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $20.6K as of Q2 2026.
Allworth Financial 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 Allworth Financial's portfolio in Q2 2026, its #3173 holding.
Allworth Financial first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Allworth Financial's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $20.7K in Q3 2025.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.