Ameriprise
IBMP icon

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

Ameriprise’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 		$2.26M Buy
88,899
+30,422
+52% +$772K ﹤0.01% 3008
2026
Q1 		$1.49M Buy
58,477
+23,055
+65% +$587K ﹤0.01% 3112
2025
Q4 		$899K Buy
35,422
+1,739
+5% +$44.1K ﹤0.01% 3386
2025
Q3 		$858K Sell
33,683
-58,510
-63% -$1.49M ﹤0.01% 3432
2025
Q2 		$2.34M Sell
92,193
-55,609
-38% -$1.4M ﹤0.01% 2861
2025
Q1 		$3.73M Sell
147,802
-168,914
-53% -$4.26M ﹤0.01% 2522
2024
Q4 		$7.96M Buy
316,716
+33,756
+12% +$853K ﹤0.01% 1989
2024
Q3 		$7.2M Buy
282,960
+39,618
+16% +$1M ﹤0.01% 2100
2024
Q2 		$6.09M Buy
243,342
+9,656
+4% +$241K ﹤0.01% 2158
2024
Q1 		$5.88M Buy
233,686
+216,949
+1,296% +$5.48M ﹤0.01% 2242
2023
Q4 		$425K Buy
16,737
+3,180
+23% +$79K ﹤0.01% 3507
2023
Q3 		$332K Sell
13,557
-731
-5% -$18.2K ﹤0.01% 3559
2023
Q2 		$358K Hold
14,288
– – ﹤0.01% 3556
2023
Q1 		$364K Buy
14,288
+2,644
+23% +$66.9K ﹤0.01% 3542
2022
Q4 		$292K Buy
11,644
+1,976
+20% +$48.9K ﹤0.01% 3591
2022
Q3 		$236K Buy
+9,668
New +$244K ﹤0.01% 3654

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

Ameriprise's IBMP Position: Q2 2026 in Review

Ameriprise increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 52% in Q2 2026, buying an estimated $772K and bringing the position to 88,899 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Ameriprise first reported a position in IBMP in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.96M in Q4 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Ameriprise held 88,899 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.26M as of Q2 2026.
  • Ameriprise bought 30,422 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $772K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3008 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Ameriprise's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $7.96M in Q4 2024.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.