Benjamin Edwards Inc’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Benjamin Edwards Inc’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	$1.06M	Sell	41,673 -860	-2%	-$21.8K	0.01%	783
2026 Q1	$1.08M	Buy	42,533 +2,394	+6%	+$60.9K	0.01%	732
2025 Q4	$1.02M	Sell	40,139 -10,953	-21%	-$278K	0.01%	705
2025 Q3	$1.3M	Buy	51,092 +9,041	+22%	+$230K	0.01%	610
2025 Q2	$1.07M	Sell	42,051 -1,456	-3%	-$36.7K	0.01%	607
2025 Q1	$1.1M	Buy	43,507 +2,993	+7%	+$75.5K	0.02%	551
2024 Q4	$1.02M	Buy	40,514 +5,711	+16%	+$144K	0.01%	604
2024 Q3	$886K	Buy	+34,803	New	+$880K	0.01%	628
2023 Q3	–	Sell	-985	Closed	-$25K	–	659
2023 Q2	$25K	Sell	985 -16	-2%	-$403	0.01%	523
2023 Q1	$25K	Buy	+1,001	New	+$25.3K	0.01%	521
2020 Q3	–	Sell	-132	Closed	-$4K	–	369
2020 Q2	$4K	Sell	132 -22	-14%	-$580	﹤0.01%	349
2020 Q1	$4K	Buy	+154	New	+$4.03K	﹤0.01%	339
2019 Q4	–	Sell	-72	Closed	-$2K	–	290
2019 Q3	$2K	Buy	+72	New	+$1.87K	﹤0.01%	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 $1.27B AUM 11.08% 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

Benjamin Edwards Inc's IBMP Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2% in Q2 2026, selling an estimated $21.8K and leaving 41,673 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #783.

Benjamin Edwards Inc first reported a position in IBMP in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.3M in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Benjamin Edwards Inc held 41,673 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.06M as of Q2 2026.
Benjamin Edwards Inc sold 860 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $21.8K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #783 holding.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2019 and has held it in 13 quarters since.
Benjamin Edwards Inc's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.3M in Q3 2025.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.