American Capital Advisory’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

American Capital Advisory’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	$56.7K	Hold	2,231	–	–	0.02%	207
2026 Q1	$56.8K	Hold	2,231	–	–	0.02%	192
2025 Q4	$56.6K	Hold	2,231	–	–	0.02%	190
2025 Q3	$56.8K	Hold	2,231	–	–	0.03%	180
2025 Q2	$56.6K	Hold	2,231	–	–	0.03%	171
2025 Q1	$56.4K	Hold	2,231	–	–	0.03%	168
2024 Q4	$56.1K	Hold	2,231	–	–	0.03%	168
2024 Q3	$56.8K	Buy	+2,231	New	+$56.4K	0.03%	167

Other funds holding IBMP

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

HWA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

American Capital Advisory's IBMP Position: Q2 2026 in Review

American Capital Advisory held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 2,231 shares worth $56.7K. The position accounts for 0.02% of the portfolio, ranked #207.

American Capital Advisory first reported a position in IBMP in Q3 2024 and has held it in 8 quarters since. The position peaked at $56.8K in Q3 2025. 125 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

American Capital Advisory held 2,231 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $56.7K as of Q2 2026.
American Capital Advisory 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 0.02% of American Capital Advisory's portfolio in Q2 2026, its #207 holding.
American Capital Advisory first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
American Capital Advisory's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $56.8K in Q3 2025.
125 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.