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

Clearstead 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	$25.4M	Buy	1,001,027 +24,692	+3%	+$627K	0.24%	90
2026 Q1	$24.8M	Buy	976,335 +19,752	+2%	+$503K	0.23%	88
2025 Q4	$24.3M	Buy	956,583 +33,408	+4%	+$848K	0.31%	63
2025 Q3	$23.5M	Buy	923,175 +24,775	+3%	+$630K	0.31%	63
2025 Q2	$22.8M	Buy	898,400 +27,344	+3%	+$689K	0.32%	65
2025 Q1	$22M	Sell	871,056 -9,061	-1%	-$229K	0.34%	61
2024 Q4	$22.1M	Buy	880,117 +69,453	+9%	+$1.76M	0.34%	63
2024 Q3	$20.6M	Buy	810,664 +20,018	+3%	+$506K	0.32%	67
2024 Q2	$19.8M	Buy	+790,646	New	+$19.8M	0.34%	62

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Clearstead Advisors's IBMP Position: Q2 2026 in Review

Clearstead Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.5% in Q2 2026, buying an estimated $627K and bringing the position to 1,001,027 shares worth $25.4M. The position accounts for 0.24% of the portfolio, ranked #90.

Clearstead Advisors first reported a position in IBMP in Q2 2024 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Clearstead Advisors held 1,001,027 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $25.4M as of Q2 2026.
Clearstead Advisors bought 24,692 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $627K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.24% of Clearstead Advisors's portfolio in Q2 2026, its #90 holding.
Clearstead Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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