Blue Square Asset Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Blue Square Asset Management’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	$1.89M	Sell	74,339 -515	-0.7%	-$13.1K	0.77%	31
2026 Q1	$1.9M	Buy	74,854 +28,645	+62%	+$729K	0.9%	30
2025 Q4	$1.17M	Buy	46,209 +1,902	+4%	+$48.3K	0.52%	37
2025 Q3	$1.13M	Sell	44,307 -790	-2%	-$20.1K	0.49%	34
2025 Q2	$1.14M	Sell	45,097 -902	-2%	-$22.7K	0.54%	37
2025 Q1	$1.16M	Sell	45,999 -946	-2%	-$23.9K	0.63%	35
2024 Q4	$1.18M	Sell	46,945 -1,557	-3%	-$39.4K	0.59%	40
2024 Q3	$1.23M	Sell	48,502 -1,104	-2%	-$27.9K	0.66%	39
2024 Q2	$1.24M	Sell	49,606 -1,783	-3%	-$44.5K	0.72%	42
2024 Q1	$1.29M	Sell	51,389 -329	-0.6%	-$8.31K	0.86%	41
2023 Q4	$1.31M	Buy	51,718 +16,489	+47%	+$410K	0.88%	33
2023 Q3	$862K	Buy	35,229 +588	+2%	+$14.6K	0.64%	44
2023 Q2	$868K	Buy	34,641 +2,658	+8%	+$66.9K	0.62%	62
2023 Q1	$814K	Sell	31,983 -4,665	-13%	-$118K	0.53%	19
2022 Q4	$919K	Buy	+36,648	New	+$907K	0.59%	9

Other funds holding IBMP

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SCG

Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Blue Square Asset Management's IBMP Position: Q2 2026 in Review

Blue Square Asset Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.69% in Q2 2026, selling an estimated $13.1K and leaving 74,339 shares worth $1.89M. The position accounts for 0.77% of the portfolio, ranked #31.

Blue Square Asset Management first reported a position in IBMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q1 2026. 71 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Blue Square Asset Management held 74,339 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.89M as of Q2 2026.
Blue Square Asset Management sold 515 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $13.1K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.77% of Blue Square Asset Management's portfolio in Q2 2026, its #31 holding.
Blue Square Asset Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Blue Square Asset Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.9M in Q1 2026.
71 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.