Droms Strauss Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Droms Strauss 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	$569K	Buy	22,376 +6,652	+42%	+$169K	0.13%	57
2026 Q1	$400K	Buy	15,724 +1,562	+11%	+$39.8K	0.1%	58
2025 Q4	$360K	Buy	14,162 +708	+5%	+$18K	0.09%	58
2025 Q3	$343K	Sell	13,454 -812	-6%	-$20.7K	0.1%	56
2025 Q2	$362K	Buy	14,266 +960	+7%	+$24.2K	0.11%	56
2025 Q1	$336K	Buy	13,306 +3,462	+35%	+$87.4K	0.12%	52
2024 Q4	$247K	Buy	+9,844	New	+$249K	0.08%	61
2024 Q1	–	Sell	-52,364	Closed	-$1.33M	–	66
2023 Q4	$1.33M	Sell	52,364 -2,676	-5%	-$66.5K	0.52%	33
2023 Q3	$1.35M	Buy	55,040 +176	+0.3%	+$4.38K	0.58%	27
2023 Q2	$1.37M	Buy	+54,864	New	+$1.38M	0.57%	26

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

Droms Strauss Advisors's IBMP Position: Q2 2026 in Review

Droms Strauss Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 42% in Q2 2026, buying an estimated $169K and bringing the position to 22,376 shares worth $569K. The position accounts for 0.13% of the portfolio, ranked #57.

Droms Strauss Advisors first reported a position in IBMP in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.37M in Q2 2023. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Droms Strauss Advisors held 22,376 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $569K as of Q2 2026.
Droms Strauss Advisors bought 6,652 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $169K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.13% of Droms Strauss Advisors's portfolio in Q2 2026, its #57 holding.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2023 and has held it in 10 quarters since.
Droms Strauss Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.37M in Q2 2023.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.