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

Arrow 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 Q1	$242K	Hold	9,517	–	–	0.02%	148
2025 Q4	$242K	Hold	9,517	–	–	0.02%	147
2025 Q3	$242K	Hold	9,517	–	–	0.02%	148
2025 Q2	$241K	Hold	9,517	–	–	0.03%	149
2025 Q1	$241K	Hold	9,517	–	–	0.03%	147
2024 Q4	$239K	Hold	9,517	–	–	0.02%	160
2024 Q3	$242K	Hold	9,517	–	–	0.02%	157
2024 Q2	$238K	Hold	9,517	–	–	0.02%	157
2024 Q1	$240K	Buy	9,517 +63	+0.7%	+$1.59K	0.02%	156
2023 Q4	$240K	Sell	9,454 -873	-8%	-$21.7K	0.02%	153
2023 Q3	$253K	Hold	10,327	–	–	0.03%	156
2023 Q2	$259K	Hold	10,327	–	–	0.03%	147
2023 Q1	$263K	Buy	10,327 +470	+5%	+$11.9K	0.03%	148
2022 Q4	$247K	Buy	9,857 +1,815	+23%	+$44.9K	0.03%	147
2022 Q3	$196K	Hold	8,042	–	–	0.03%	152
2022 Q2	$202K	Buy	+8,042	New	+$201K	0.03%	153

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arrow Financial's IBMP Position: Q1 2026 in Review

Arrow Financial held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q1 2026 at 9,517 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #148.

Arrow Financial first reported a position in IBMP in Q2 2022 and has held it in 16 quarters since. The position peaked at $263K in Q1 2023. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

Arrow Financial held 9,517 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $242K as of Q1 2026.
Arrow Financial left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Arrow Financial's portfolio in Q1 2026, its #148 holding.
Arrow Financial first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
Arrow Financial's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $263K in Q1 2023.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Arrow Financial's 13F filing for Q1 2026, filed 11 May 2026.