Commonwealth Equity Services’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Commonwealth Equity Services’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	$4.44M	Buy	174,701 +4,953	+3%	+$126K	0.01%	1504
2026 Q1	$4.32M	Sell	169,748 -13,568	-7%	-$345K	0.01%	1433
2025 Q4	$4.65M	Buy	183,316 +18,012	+11%	+$457K	0.01%	1377
2025 Q3	$4.21M	Buy	165,304 +8,421	+5%	+$214K	0.01%	1478
2025 Q2	$3.98M	Buy	156,883 +14,709	+10%	+$371K	0.01%	1477
2025 Q1	$3.59M	Buy	142,174 +21,609	+18%	+$545K	0.01%	1507
2024 Q4	$3.03M	Buy	120,565 +31,698	+36%	+$801K	﹤0.01%	1572
2024 Q3	$2.26M	Buy	88,867 +35,611	+67%	+$900K	﹤0.01%	1725
2024 Q2	$1.33M	Sell	53,256 -1,609	-3%	-$40.2K	﹤0.01%	2071
2024 Q1	$1.38M	Buy	54,865 +12,635	+30%	+$319K	﹤0.01%	2022
2023 Q4	$1.07M	Buy	42,230 +8,687	+26%	+$216K	﹤0.01%	2125
2023 Q3	$821K	Buy	33,543 +1,725	+5%	+$42.9K	﹤0.01%	2212
2023 Q2	$798K	Buy	31,818 +30	+0.1%	+$755	﹤0.01%	2258
2023 Q1	$809K	Buy	31,788 +108	+0.3%	+$2.73K	﹤0.01%	2192
2022 Q4	$794K	Buy	31,680 +10,001	+46%	+$248K	﹤0.01%	2112
2022 Q3	$528K	Buy	+21,679	New	+$547K	﹤0.01%	2361

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

Commonwealth Equity Services's IBMP Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.9% in Q2 2026, buying an estimated $126K and bringing the position to 174,701 shares worth $4.44M. The position accounts for 0.01% of the portfolio, ranked #1504.

Commonwealth Equity Services first reported a position in IBMP in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.65M in Q4 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Commonwealth Equity Services held 174,701 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $4.44M as of Q2 2026.
Commonwealth Equity Services bought 4,953 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $126K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1504 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
Commonwealth Equity Services's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $4.65M 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.