CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

CAPTRUST Financial 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 		$1.28M Buy
50,479
+28,529
+130% +$724K ﹤0.01% 1598
2026
Q1 		$558K Sell
21,950
-2,572
-10% -$65.5K ﹤0.01% 1961
2025
Q4 		$623K Buy
24,522
+2,758
+13% +$70K ﹤0.01% 1776
2025
Q3 		$554K Buy
21,764
+2,583
+13% +$65.7K ﹤0.01% 1745
2025
Q2 		$486K Sell
19,181
-1,658
-8% -$41.8K ﹤0.01% 1746
2025
Q1 		$527K Sell
20,839
-3,444
-14% -$86.9K ﹤0.01% 1613
2024
Q4 		$610K Sell
24,283
-1,508
-6% -$38.1K ﹤0.01% 1504
2024
Q3 		$656K Buy
25,791
+5,400
+26% +$136K ﹤0.01% 1432
2024
Q2 		$510K Buy
20,391
+2,763
+16% +$69K ﹤0.01% 1487
2024
Q1 		$444K Buy
17,628
+1,290
+8% +$32.6K ﹤0.01% 1550
2023
Q4 		$415K Buy
16,338
+265
+2% +$6.58K ﹤0.01% 1880
2023
Q3 		$393K Hold
16,073
– – ﹤0.01% 1808
2023
Q2 		$403K Sell
16,073
-3,952
-20% -$99.5K ﹤0.01% 1760
2023
Q1 		$510K Sell
20,025
-1,954
-9% -$49.4K ﹤0.01% 1400
2022
Q4 		$551K Sell
21,979
-6,147
-22% -$152K ﹤0.01% 1285
2022
Q3 		$686K Buy
28,126
+7,771
+38% +$196K ﹤0.01% 1097
2022
Q2 		$512K Buy
20,355
+3,489
+21% +$87.3K ﹤0.01% 1134
2022
Q1 		$429K Sell
16,866
-11,854
-41% -$310K ﹤0.01% 1216
2021
Q4 		$777K Hold
28,720
– – 0.01% 920
2021
Q3 		$776K Sell
28,720
-7,195
-20% -$196K 0.01% 852
2021
Q2 		$975K Buy
35,915
+8,803
+32% +$239K 0.01% 728
2021
Q1 		$730K Buy
27,112
+5,490
+25% +$149K 0.01% 809
2020
Q4 		$591K Buy
21,622
+837
+4% +$22.7K 0.01% 775
2020
Q3 		$563K Sell
20,785
-491
-2% -$13.3K 0.01% 680
2020
Q2 		$570K Buy
21,276
+3,777
+22% +$99.7K 0.01% 675
2020
Q1 		$446K Buy
+17,499
New +$458K 0.01% 616

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 $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
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

CAPTRUST Financial Advisors's IBMP Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 130% in Q2 2026, buying an estimated $724K and bringing the position to 50,479 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

CAPTRUST Financial Advisors first reported a position in IBMP in Q1 2020 and has held it in 26 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • CAPTRUST Financial Advisors held 50,479 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.28M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 28,529 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $724K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1598 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.