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Avidian Wealth Enterprises’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Avidian Wealth Enterprises’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 		$241K Hold
9,481
– – 0.01% 650
2026
Q1 		$241K Sell
9,481
-3,538
-27% -$90.1K 0.01% 597
2025
Q4 		$331K Buy
13,019
+3,538
+37% +$89.8K 0.01% 456
2025
Q3 		$242K Buy
9,481
+825
+10% +$21K 0.01% 516
2025
Q2 		$219K Buy
+8,656
New +$218K 0.01% 505

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 $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
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

Avidian Wealth Enterprises's IBMP Position: Q2 2026 in Review

Avidian Wealth Enterprises held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 9,481 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #650.

Avidian Wealth Enterprises first reported a position in IBMP in Q2 2025 and has held it in 5 quarters since. The position peaked at $331K in Q4 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Avidian Wealth Enterprises held 9,481 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $241K as of Q2 2026.
  • Avidian Wealth Enterprises 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 Avidian Wealth Enterprises's portfolio in Q2 2026, its #650 holding.
  • Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Avidian Wealth Enterprises's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $331K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.