Fidelity Investments
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Fidelity Investments’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Fidelity Investments’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 		$123K Buy
4,823
+4,576
+1,853% +$116K ﹤0.01% 3878
2026
Q1 		$6.28K Sell
247
-326
-57% -$8.3K ﹤0.01% 4869
2025
Q4 		$14.5K Sell
573
-495
-46% -$12.6K ﹤0.01% 4601
2025
Q3 		$27.2K Buy
1,068
+419
+65% +$10.7K ﹤0.01% 4235
2025
Q2 		$16.5K Sell
649
-7,602
-92% -$192K ﹤0.01% 4364
2025
Q1 		$209K Buy
8,251
+7,773
+1,626% +$196K ﹤0.01% 3230
2024
Q4 		$12K Sell
478
-74
-13% -$1.87K ﹤0.01% 4395
2024
Q3 		$14K Buy
552
+339
+159% +$8.57K ﹤0.01% 4321
2024
Q2 		$5.33K Buy
+213
New +$5.32K ﹤0.01% 4534

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

Fidelity Investments's IBMP Position: Q2 2026 in Review

Fidelity Investments increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1,853% in Q2 2026, buying an estimated $116K and bringing the position to 4,823 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #3878.

Fidelity Investments first reported a position in IBMP in Q2 2024 and has held it in 9 quarters since. The position peaked at $209K in Q1 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Fidelity Investments held 4,823 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $123K as of Q2 2026.
  • Fidelity Investments bought 4,576 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $116K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3878 holding.
  • Fidelity Investments first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Fidelity Investments's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $209K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.