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Bullock Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Bullock Wealth 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 		$51.1K Buy
2,016
+13
+0.6% +$330 0.02% 279
2026
Q1 		$50.9K Buy
2,003
+8
+0.4% +$204 0.03% 270
2025
Q4 		$50.6K Buy
1,995
+17
+0.9% +$431 0.02% 270
2025
Q3 		$50.3K Buy
+1,978
New +$50.3K 0.03% 264

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 $1.27B AUM 11.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
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

Bullock Wealth Management's IBMP Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.65% in Q2 2026, buying an estimated $330 and bringing the position to 2,016 shares worth $51.1K. The position accounts for 0.02% of the portfolio, ranked #279.

Bullock Wealth Management first reported a position in IBMP in Q3 2025 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Bullock Wealth Management held 2,016 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $51.1K as of Q2 2026.
  • Bullock Wealth Management bought 13 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $330.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Bullock Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.