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

Atwater Malick’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	$2.49M	Buy	98,046 +4,715	+5%	+$120K	0.67%	28
2025 Q4	$2.37M	Buy	93,331 +11,227	+14%	+$285K	0.65%	31
2025 Q3	$2.09M	Buy	82,104 +2,016	+3%	+$51.3K	0.61%	31
2025 Q2	$2.03M	Buy	80,088 +3,163	+4%	+$79.7K	0.64%	32
2025 Q1	$1.94M	Buy	76,925 +20,536	+36%	+$518K	0.66%	31
2024 Q4	$1.42M	Sell	56,389 -2,245	-4%	-$56.8K	0.47%	33
2024 Q3	$1.49M	Buy	58,634 +1,999	+4%	+$50.5K	0.48%	33
2024 Q2	$1.42M	Buy	56,635 +8,791	+18%	+$220K	0.49%	32
2024 Q1	$1.2M	Buy	47,844 +3,718	+8%	+$94K	0.42%	35
2023 Q4	$1.12M	Buy	44,126 +1,843	+4%	+$45.8K	0.44%	34
2023 Q3	$1.04M	Buy	42,283 +11,981	+40%	+$298K	0.46%	34
2023 Q2	$760K	Buy	30,302 +18,037	+147%	+$454K	0.32%	37
2023 Q1	$312K	Buy	12,265 +1,929	+19%	+$48.8K	0.15%	50
2022 Q4	$259K	Buy	10,336 +1,410	+16%	+$34.9K	0.13%	50
2022 Q3	$218K	Buy	+8,926	New	+$225K	0.12%	51

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

Atwater Malick's IBMP Position: Q1 2026 in Review

Atwater Malick increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 5.1% in Q1 2026, buying an estimated $120K and bringing the position to 98,046 shares worth $2.49M. The position accounts for 0.67% of the portfolio, ranked #28.

Atwater Malick first reported a position in IBMP in Q3 2022 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

Atwater Malick held 98,046 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.49M as of Q1 2026.
Atwater Malick bought 4,715 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $120K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.67% of Atwater Malick's portfolio in Q1 2026, its #28 holding.
Atwater Malick first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.