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

Capital Investment 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 		$1.44M Sell
56,609
-21
-0% -$533 0.02% 303
2026
Q1 		$1.44M Sell
56,630
-8,218
-13% -$209K 0.02% 288
2025
Q4 		$1.65M Buy
64,848
+600
+0.9% +$15.2K 0.03% 263
2025
Q3 		$1.64M Buy
64,248
+2,174
+4% +$55.3K 0.03% 264
2025
Q2 		$1.57M Buy
62,074
+6,978
+13% +$176K 0.03% 266
2025
Q1 		$1.39M Buy
55,096
+2,609
+5% +$65.8K 0.03% 274
2024
Q4 		$1.32M Buy
52,487
+9,865
+23% +$249K 0.03% 271
2024
Q3 		$1.08M Buy
42,622
+2,309
+6% +$58.4K 0.02% 291
2024
Q2 		$1.01M Buy
40,313
+5,692
+16% +$142K 0.02% 288
2024
Q1 		$871K Buy
34,621
+497
+1% +$12.6K 0.02% 310
2023
Q4 		$867K Buy
34,124
+4,882
+17% +$121K 0.02% 290
2023
Q3 		$716K Buy
29,242
+3,431
+13% +$85.4K 0.02% 306
2023
Q2 		$647K Buy
25,811
+4,324
+20% +$109K 0.02% 304
2023
Q1 		$547K Buy
21,487
+4,079
+23% +$103K 0.02% 339
2022
Q4 		$437K Buy
17,408
+9,105
+110% +$225K 0.01% 378
2022
Q3 		$203K Buy
8,303
+301
+4% +$7.6K 0.01% 497
2022
Q2 		$201K Buy
+8,002
New +$200K 0.01% 524

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

Capital Investment Advisors's IBMP Position: Q2 2026 in Review

Capital Investment Advisors reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.04% in Q2 2026, selling an estimated $533 and leaving 56,609 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #303.

Capital Investment Advisors first reported a position in IBMP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.65M in Q4 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Capital Investment Advisors held 56,609 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.44M as of Q2 2026.
  • Capital Investment Advisors sold 21 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $533.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Capital Investment Advisors's portfolio in Q2 2026, its #303 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Capital Investment Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.65M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.