Bank of America
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Bank of America’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Bank of America’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 		$60M Buy
2,356,723
+76,343
+3% +$1.94M ﹤0.01% 1476
2025
Q4 		$57.9M Buy
2,280,380
+124,712
+6% +$3.17M ﹤0.01% 1455
2025
Q3 		$54.9M Buy
2,155,668
+53,614
+3% +$1.36M ﹤0.01% 1669
2025
Q2 		$53.3M Buy
2,102,054
+147,979
+8% +$3.73M ﹤0.01% 1651
2025
Q1 		$49.4M Buy
1,954,075
+164,951
+9% +$4.16M ﹤0.01% 1598
2024
Q4 		$45M Buy
1,789,124
+171,553
+11% +$4.34M ﹤0.01% 1596
2024
Q3 		$41.2M Buy
1,617,571
+104,603
+7% +$2.64M ﹤0.01% 1736
2024
Q2 		$37.8M Buy
1,512,968
+139,597
+10% +$3.49M ﹤0.01% 1671
2024
Q1 		$34.6M Buy
1,373,371
+87,855
+7% +$2.22M ﹤0.01% 1770
2023
Q4 		$32.7M Buy
1,285,516
+534,792
+71% +$13.3M ﹤0.01% 1696
2023
Q3 		$18.4M Buy
750,724
+211,390
+39% +$5.26M ﹤0.01% 2115
2023
Q2 		$13.5M Buy
539,334
+50,751
+10% +$1.28M ﹤0.01% 2404
2023
Q1 		$12.4M Buy
488,583
+76,298
+19% +$1.93M ﹤0.01% 2600
2022
Q4 		$10.3M Buy
412,285
+185,845
+82% +$4.6M ﹤0.01% 2661
2022
Q3 		$5.52M Buy
226,440
+52,438
+30% +$1.32M ﹤0.01% 3241
2022
Q2 		$4.38M Buy
174,002
+110,510
+174% +$2.77M ﹤0.01% 3543
2022
Q1 		$1.61M Buy
63,492
+1,145
+2% +$30K ﹤0.01% 4799
2021
Q4 		$1.69M Buy
62,347
+13,574
+28% +$366K ﹤0.01% 4728
2021
Q3 		$1.32M Buy
48,773
+2,733
+6% +$74.4K ﹤0.01% 4818
2021
Q2 		$1.25M Sell
46,040
-257
-0.6% -$6.97K ﹤0.01% 4718
2021
Q1 		$1.25M Buy
46,297
+4,843
+12% +$132K ﹤0.01% 4652
2020
Q4 		$1.13M Sell
41,454
-3,281
-7% -$89K ﹤0.01% 4403
2020
Q3 		$1.21M Buy
44,735
+21,034
+89% +$570K ﹤0.01% 4062
2020
Q2 		$636K Buy
23,701
+15,943
+206% +$421K ﹤0.01% 4444
2020
Q1 		$202K Buy
7,758
+6,051
+354% +$158K ﹤0.01% 5075
2019
Q4 		$44K Buy
+1,707
New +$44.4K ﹤0.01% 6292

Other funds holding IBMP

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Bank of America's IBMP Position: Q1 2026 in Review

Bank of America increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 3.3% in Q1 2026, buying an estimated $1.94M and bringing the position to 2,356,723 shares worth $60M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Bank of America first reported a position in IBMP in Q4 2019 and has held it in 26 quarters since. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Bank of America held 2,356,723 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $60M as of Q1 2026.
  • Bank of America bought 76,343 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $1.94M.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1476 holding.
  • Bank of America first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.