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Evolution Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Evolution Wealth Management’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
Q1 		$967 Hold
38
– – ﹤0.01% 787
2025
Q4 		$965 Hold
38
– – ﹤0.01% 684
2025
Q3 		$968 Buy
+38
New +$967 ﹤0.01% 538

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evolution Wealth Management's IBMP Position: Q1 2026 in Review

Evolution Wealth Management held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q1 2026 at 38 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Evolution Wealth Management first reported a position in IBMP in Q3 2025 and has held it in 3 quarters since. The position peaked at $968 in Q3 2025. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Evolution Wealth Management held 38 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $967 as of Q1 2026.
  • Evolution Wealth Management left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #787 holding.
  • Evolution Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $968 in Q3 2025.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.