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Archford Capital Strategies’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Archford Capital Strategies’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 		$239K Sell
9,391
-2,879
-23% -$73.1K 0.02% 331
2026
Q1 		$312K Buy
12,270
+1,200
+11% +$30.6K 0.04% 278
2025
Q4 		$281K Sell
11,070
-972
-8% -$24.7K 0.03% 285
2025
Q3 		$307K Hold
12,042
– – 0.04% 268
2025
Q2 		$305K Buy
12,042
+587
+5% +$14.8K 0.04% 269
2025
Q1 		$290K Sell
11,455
-589
-5% -$14.9K 0.04% 251
2024
Q4 		$303K Hold
12,044
– – 0.05% 228
2024
Q3 		$305K Sell
12,044
-5,115
-30% -$129K 0.05% 219
2024
Q2 		$429K Buy
17,159
+1,885
+12% +$47.1K 0.07% 186
2024
Q1 		$384K Buy
15,274
+1,177
+8% +$29.7K 0.06% 202
2023
Q4 		$358K Sell
14,097
-357
-2% -$8.87K 0.07% 198
2023
Q3 		$354K Sell
14,454
-10,362
-42% -$258K 0.07% 226
2023
Q2 		$624K Buy
24,816
+10,953
+79% +$276K 0.12% 180
2023
Q1 		$354K Buy
13,863
+167
+1% +$4.23K 0.07% 228
2022
Q4 		$343K Buy
13,696
+1,644
+14% +$40.7K 0.08% 226
2022
Q3 		$294K Sell
12,052
-206
-2% -$5.2K 0.08% 229
2022
Q2 		$309K Hold
12,258
– – 0.08% 226
2022
Q1 		$311K Buy
12,258
+1,468
+14% +$38.4K 0.07% 233
2021
Q4 		$292K Buy
10,790
+104
+1% +$2.81K 0.07% 250
2021
Q3 		$289K Hold
10,686
– – 0.07% 254
2021
Q2 		$290K Buy
10,686
+2,584
+32% +$70.1K 0.07% 244
2021
Q1 		$220K Buy
+8,102
New +$220K 0.06% 255

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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
P
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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Archford Capital Strategies's IBMP Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 23% in Q2 2026, selling an estimated $73.1K and leaving 9,391 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #331.

Archford Capital Strategies first reported a position in IBMP in Q1 2021 and has held it in 22 quarters since. The position peaked at $624K in Q2 2023. 33 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Archford Capital Strategies held 9,391 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $239K as of Q2 2026.
  • Archford Capital Strategies sold 2,879 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $73.1K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Archford Capital Strategies's portfolio in Q2 2026, its #331 holding.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Archford Capital Strategies's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $624K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.