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Compton Wealth Advisory Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Compton Wealth 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
Q3 		$299K Buy
+11,850
New +$300K 0.06% 82

Other funds holding IBMP

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 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
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Compton Wealth Advisory Group's IBMP Position: Q3 2026 in Review

Compton Wealth Advisory Group opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026: 11,850 shares worth $299K. The stake represents 0.06% of the portfolio and ranks #82 among its holdings.

46 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • Compton Wealth Advisory Group held 11,850 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $299K as of Q3 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new Compton Wealth Advisory Group position in Q3 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.06% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #82 holding.
  • 46 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.