Cambridge Investment Research Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Cambridge Investment Research 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	$742K	Buy	29,189 +1,649	+6%	+$41.9K	﹤0.01%	2579
2026 Q1	$701K	Sell	27,540 -860	-3%	-$21.9K	﹤0.01%	2498
2025 Q4	$721K	Sell	28,400 -1,606	-5%	-$40.8K	﹤0.01%	2391
2025 Q3	$764K	Buy	30,006 +1,940	+7%	+$49.4K	﹤0.01%	2281
2025 Q2	$711K	Buy	28,066 +18,717	+200%	+$472K	﹤0.01%	2229
2025 Q1	$236K	Buy	+9,349	New	+$236K	﹤0.01%	3074
2023 Q3	–	Sell	-36,420	Closed	-$913K	–	3202
2023 Q2	$913K	Sell	36,420 -4,950	-12%	-$125K	﹤0.01%	1672
2023 Q1	$1.05M	Buy	41,370 +5,450	+15%	+$138K	0.01%	1542
2022 Q4	$901K	Buy	35,920 +16,615	+86%	+$411K	﹤0.01%	1581
2022 Q3	$471K	Buy	+19,305	New	+$487K	﹤0.01%	1985

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 $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

Cambridge Investment Research Advisors's IBMP Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 6% in Q2 2026, buying an estimated $41.9K and bringing the position to 29,189 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Cambridge Investment Research Advisors first reported a position in IBMP in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.05M in Q1 2023. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Cambridge Investment Research Advisors held 29,189 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $742K as of Q2 2026.
Cambridge Investment Research Advisors bought 1,649 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $41.9K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2579 holding.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and has held it in 10 quarters since.
Cambridge Investment Research Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.05M in Q1 2023.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.