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

Farnam Financial’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	$322K	Buy	+12,755	New	+$323K	0.24%	47

Other funds holding IBMP

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Farnam Financial's IBMP Position: Q3 2026 in Review

Farnam Financial opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026: 12,755 shares worth $322K. The stake represents 0.24% of the portfolio and ranks #47 among its holdings.

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

Farnam Financial held 12,755 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $322K as of Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new Farnam Financial position in Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.24% of Farnam Financial's portfolio in Q3 2026, its #47 holding.
139 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.