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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avantax Planning Partners's IBMP Position: Q2 2026 in Review

Avantax Planning Partners held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 13,043 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #347.

Avantax Planning Partners first reported a position in IBMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $557K in Q1 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Avantax Planning Partners held 13,043 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $332K as of Q2 2026.
Avantax Planning Partners left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #347 holding.
Avantax Planning Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Avantax Planning Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $557K in Q1 2024.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.