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

Ausdal Financial Partners’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 		$283K Buy
11,134
+47
+0.4% +$1.2K 0.01% 805
2025
Q4 		$281K Buy
+11,087
New +$281K 0.01% 757
2022
Q2 		– Sell
-10,292
Closed -$262K – 485
2022
Q1 		$262K Sell
10,292
-376
-4% -$9.85K 0.04% 391
2021
Q4 		$288K Buy
+10,668
New +$288K 0.04% 379

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ausdal Financial Partners's IBMP Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.42% in Q1 2026, buying an estimated $1.2K and bringing the position to 11,134 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #805.

Ausdal Financial Partners first reported a position in IBMP in Q4 2021 and has held it in 4 quarters since. The position peaked at $288K in Q4 2021. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Ausdal Financial Partners held 11,134 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $283K as of Q1 2026.
  • Ausdal Financial Partners bought 47 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $1.2K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #805 holding.
  • Ausdal Financial Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Ausdal Financial Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $288K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.