BPA
IBMP icon

Beacon Pointe Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Beacon Pointe Advisors’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 		$3.51M Buy
138,170
+1,229
+0.9% +$31.2K 0.02% 596
2026
Q1 		$3.48M Buy
136,941
+10,450
+8% +$266K 0.02% 574
2025
Q4 		$3.21M Buy
126,491
+309
+0.2% +$7.84K 0.02% 488
2025
Q3 		$3.21M Buy
126,182
+95,772
+315% +$2.44M 0.03% 447
2025
Q2 		$771K Sell
30,410
-3,525
-10% -$88.8K 0.01% 749
2025
Q1 		$858K Buy
33,935
+2,211
+7% +$55.8K 0.01% 675
2024
Q4 		$798K Buy
31,724
+1,486
+5% +$37.6K 0.01% 701
2024
Q3 		$770K Buy
30,238
+1,433
+5% +$36.2K 0.01% 708
2024
Q2 		$720K Buy
28,805
+7,774
+37% +$194K 0.01% 745
2024
Q1 		$529K Buy
21,031
+7,825
+59% +$198K 0.01% 893
2023
Q4 		$336K Buy
13,206
+1,352
+11% +$33.6K ﹤0.01% 1044
2023
Q3 		$290K Buy
+11,854
New +$295K ﹤0.01% 1082
2023
Q2 		– Sell
-10,155
Closed -$259K – 1132
2023
Q1 		$259K Sell
10,155
-2,000
-16% -$50.6K ﹤0.01% 986
2022
Q4 		$305K Buy
12,155
+2,693
+28% +$66.7K 0.01% 859
2022
Q3 		$231K Sell
9,462
-4,693
-33% -$118K 0.01% 882
2022
Q2 		$356K Buy
+14,155
New +$354K 0.01% 766
2021
Q4 		– Sell
-12,252
Closed -$331K – 969
2021
Q3 		$331K Buy
12,252
+20
+0.2% +$544 0.01% 668
2021
Q2 		$332K Buy
12,232
+26
+0.2% +$705 0.01% 632
2021
Q1 		$329K Buy
12,206
+15
+0.1% +$407 0.02% 368
2020
Q4 		$333K Buy
12,191
+223
+2% +$6.05K 0.02% 348
2020
Q3 		$324K Buy
11,968
+952
+9% +$25.8K 0.03% 284
2020
Q2 		$296K Sell
11,016
-746
-6% -$19.7K 0.03% 299
2020
Q1 		$306K Buy
+11,762
New +$308K 0.05% 232

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

Beacon Pointe Advisors's IBMP Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.9% in Q2 2026, buying an estimated $31.2K and bringing the position to 138,170 shares worth $3.51M. The position accounts for 0.02% of the portfolio, ranked #596.

Beacon Pointe Advisors first reported a position in IBMP in Q1 2020 and has held it in 23 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Beacon Pointe Advisors held 138,170 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $3.51M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,229 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $31.2K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #596 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.