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

Commonwealth Financial 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
Q3 		– Sell
-11,408
Closed -$290K – 322
2026
Q2 		$290K Sell
11,408
-3,132
-22% -$79.5K 0.04% 217
2026
Q1 		$370K Buy
14,540
+14
+0.1% +$356 0.06% 152
2025
Q4 		$369K Buy
14,526
+4,368
+43% +$111K 0.06% 148
2025
Q3 		$259K Sell
10,158
-93
-0.9% -$2.37K 0.04% 187
2025
Q2 		$260K Sell
10,251
-440
-4% -$11.1K 0.05% 172
2025
Q1 		$270K Sell
10,691
-957
-8% -$24.2K 0.06% 158
2024
Q4 		$293K Hold
11,648
– – 0.06% 149
2024
Q3 		$296K Buy
11,648
+1,116
+11% +$28.2K 0.06% 154
2024
Q2 		$264K Sell
10,532
-2,851
-21% -$71.2K 0.05% 157
2024
Q1 		$340K Hold
13,383
– – 0.08% 124
2023
Q4 		$340K Buy
+13,383
New +$333K 0.08% 123

Other funds holding IBMP

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Commonwealth Financial Services's IBMP Position: Q3 2026 in Review

Commonwealth Financial Services sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026, closing a stake of 11,408 shares — an estimated $290K sold.

Commonwealth Financial Services first reported a position in IBMP in Q4 2023 and held it in 11 quarters. The position peaked at $370K in Q1 2026. 51 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • Commonwealth Financial Services reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 11,408 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $290K.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and held it in 11 quarters.
  • Commonwealth Financial Services's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $370K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.