CIA
IBMP icon

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

Covington Investment 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 		$9.62M Buy
378,345
+7,855
+2% +$199K 1.24% 27
2026
Q1 		$9.43M Buy
370,490
+3,500
+1% +$89.1K 1.39% 24
2025
Q4 		$9.32M Buy
366,990
+30,175
+9% +$766K 1.27% 26
2025
Q3 		$8.58M Buy
336,815
+7,700
+2% +$196K 1.12% 33
2025
Q2 		$8.34M Buy
329,115
+4,450
+1% +$112K 1.19% 30
2025
Q1 		$8.21M Buy
324,665
+19,200
+6% +$485K 1.28% 30
2024
Q4 		$7.68M Buy
305,465
+19,150
+7% +$484K 1.15% 33
2024
Q3 		$7.29M Buy
286,315
+1,575
+0.6% +$39.8K 1.1% 37
2024
Q2 		$7.12M Buy
284,740
+1,060
+0.4% +$26.5K 1.14% 35
2024
Q1 		$7.14M Buy
283,680
+45,570
+19% +$1.15M 1.16% 36
2023
Q4 		$6.05M Buy
+238,110
New +$5.92M 1.1% 37

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Covington Investment Advisors's IBMP Position: Q2 2026 in Review

Covington Investment Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.1% in Q2 2026, buying an estimated $199K and bringing the position to 378,345 shares worth $9.62M. The position accounts for 1.24% of the portfolio, ranked #27.

Covington Investment Advisors first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Covington Investment Advisors held 378,345 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $9.62M as of Q2 2026.
  • Covington Investment Advisors bought 7,855 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $199K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 1.24% of Covington Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Covington Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Covington Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.