Avantax Planning Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Avantax Planning 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 Q3	–	Sell	-13,043	Closed	-$332K	–	454
2026 Q2	$332K	Hold	13,043	–	–	0.01%	347
2026 Q1	$332K	Hold	13,043	–	–	0.01%	335
2025 Q4	$331K	Hold	13,043	–	–	0.01%	337
2025 Q3	$332K	Hold	13,043	–	–	0.01%	333
2025 Q2	$331K	Sell	13,043 -103	-0.8%	-$2.6K	0.01%	337
2025 Q1	$332K	Sell	13,146 -102	-0.8%	-$2.57K	0.01%	321
2024 Q4	$333K	Sell	13,248 -1,128	-8%	-$28.5K	0.01%	317
2024 Q3	$366K	Sell	14,376 -2,739	-16%	-$69.2K	0.01%	302
2024 Q2	$428K	Sell	17,115 -5,028	-23%	-$126K	0.01%	308
2024 Q1	$557K	Buy	+22,143	New	+$560K	0.02%	279

Other funds holding IBMP

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

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

Avantax Planning Partners's IBMP Position: Q3 2026 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026, closing a stake of 13,043 shares — an estimated $332K sold.

Avantax Planning Partners first reported a position in IBMP in Q1 2024 and held it in 10 quarters. The position peaked at $557K in Q1 2024. 122 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Avantax Planning Partners reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Avantax Planning Partners sold 13,043 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $332K.
Avantax Planning Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2024 and held it in 10 quarters.
Avantax Planning Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $557K in Q1 2024.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.