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

AssetMark Inc’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 Q3	$3.3M	Buy	130,603 +13,421	+11%	+$340K	0.01%	826
2026 Q2	$2.98M	Buy	117,182 +27,669	+31%	+$702K	0.01%	866
2026 Q1	$2.28M	Buy	89,513 +18,562	+26%	+$473K	﹤0.01%	856
2025 Q4	$1.8M	Buy	70,951 +27,349	+63%	+$694K	﹤0.01%	880
2025 Q3	$1.11M	Buy	43,602 +22,637	+108%	+$576K	﹤0.01%	953
2025 Q2	$531K	Buy	20,965 +11,454	+120%	+$289K	﹤0.01%	1036
2025 Q1	$240K	Buy	9,511 +7,613	+401%	+$192K	﹤0.01%	1101
2024 Q4	$47.7K	Buy	+1,898	New	+$48K	﹤0.01%	1435

Other funds holding IBMP

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

AssetMark Inc's IBMP Position: Q3 2026 in Review

AssetMark Inc increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 11% in Q3 2026, buying an estimated $340K and bringing the position to 130,603 shares worth $3.3M. The position accounts for 0.01% of the portfolio, ranked #826.

AssetMark Inc first reported a position in IBMP in Q4 2024 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

AssetMark Inc held 130,603 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $3.3M as of Q3 2026.
AssetMark Inc bought 13,421 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $340K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #826 holding.
AssetMark Inc first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.