Brookstone Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Brookstone Capital 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	$1.67M	Buy	65,737 +19,821	+43%	+$503K	0.02%	540
2026 Q1	$1.17M	Buy	45,916 +5,232	+13%	+$133K	0.01%	598
2025 Q4	$1.03M	Buy	40,684 +9,153	+29%	+$232K	0.01%	619
2025 Q3	$803K	Buy	31,531 +12,622	+67%	+$321K	0.01%	671
2025 Q2	$479K	Buy	18,909 +9,752	+106%	+$246K	0.01%	751
2025 Q1	$231K	Buy	9,157 +901	+11%	+$22.7K	﹤0.01%	945
2024 Q4	$208K	Buy	+8,256	New	+$209K	﹤0.01%	942

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 $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Brookstone Capital Management's IBMP Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 43% in Q2 2026, buying an estimated $503K and bringing the position to 65,737 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #540.

Brookstone Capital Management first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Brookstone Capital Management held 65,737 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.67M as of Q2 2026.
Brookstone Capital Management bought 19,821 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $503K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #540 holding.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.