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 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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

AssetMark Inc's IBMP Position: Q2 2026 in Review

AssetMark Inc increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 31% in Q2 2026, buying an estimated $702K and bringing the position to 117,182 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #866.

AssetMark Inc first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

AssetMark Inc held 117,182 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.98M as of Q2 2026.
AssetMark Inc bought 27,669 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $702K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #866 holding.
AssetMark Inc first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.