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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
Q2 		$285K Buy
11,203
+69
+0.6% +$1.75K 0.01% 847
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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ausdal Financial Partners's IBMP Position: Q2 2026 in Review

Ausdal Financial Partners increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.62% in Q2 2026, buying an estimated $1.75K and bringing the position to 11,203 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #847.

Ausdal Financial Partners first reported a position in IBMP in Q4 2021 and has held it in 5 quarters since. The position peaked at $288K in Q4 2021. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Ausdal Financial Partners held 11,203 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $285K as of Q2 2026.
  • Ausdal Financial Partners bought 69 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $1.75K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #847 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 5 quarters since.
  • Ausdal Financial Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $288K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.