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 Q3	$2.57M	Buy	101,793 +1,971	+2%	+$50K	0.57%	33
2026 Q2	$2.54M	Buy	99,822 +1,776	+2%	+$45.1K	0.55%	33
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

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

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

SCG

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

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Atwater Malick's IBMP Position: Q3 2026 in Review

Atwater Malick increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2% in Q3 2026, buying an estimated $50K and bringing the position to 101,793 shares worth $2.57M. The position accounts for 0.57% of the portfolio, ranked #33.

Atwater Malick first reported a position in IBMP in Q3 2022 and has held it in 17 quarters since. 51 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Atwater Malick held 101,793 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.57M as of Q3 2026.
Atwater Malick bought 1,971 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $50K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.57% of Atwater Malick's portfolio in Q3 2026, its #33 holding.
Atwater Malick first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and has held it in 17 quarters since.
51 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.