Client 1st Advisory Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Client 1st Advisory Group’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	–	Sell	-9,960	Closed	-$253K	–	147
2026 Q1	$253K	Hold	9,960	–	–	0.08%	117
2025 Q4	$253K	Hold	9,960	–	–	0.08%	125
2025 Q3	$254K	Hold	9,960	–	–	0.08%	115
2025 Q2	$252K	Hold	9,960	–	–	0.09%	111
2025 Q1	$252K	Hold	9,960	–	–	0.1%	113
2024 Q4	$250K	Hold	9,960	–	–	0.1%	116
2024 Q3	$253K	Hold	9,960	–	–	0.1%	107
2024 Q2	$249K	Hold	9,960	–	–	0.11%	99
2024 Q1	$251K	Hold	9,960	–	–	0.11%	98
2023 Q4	$253K	Sell	9,960 -1,996	-17%	-$49.6K	0.12%	90
2023 Q3	$293K	Hold	11,956	–	–	0.15%	76
2023 Q2	$300K	Hold	11,956	–	–	0.16%	76
2023 Q1	$304K	Hold	11,956	–	–	0.17%	68
2022 Q4	$300K	Buy	+11,956	New	+$296K	0.18%	65

Other funds holding IBMP

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

KCA

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

BSAM

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Client 1st Advisory Group's IBMP Position: Q2 2026 in Review

Client 1st Advisory Group sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026, closing a stake of 9,960 shares — an estimated $253K sold.

Client 1st Advisory Group first reported a position in IBMP in Q4 2022 and held it in 14 quarters. The position peaked at $304K in Q1 2023. 36 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Client 1st Advisory Group reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Client 1st Advisory Group sold 9,960 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $253K.
Client 1st Advisory Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and held it in 14 quarters.
Client 1st Advisory Group's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $304K in Q1 2023.
36 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.