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

Financial Engines 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	$1.16M	Buy	45,725 +5,296	+13%	+$134K	﹤0.01%	302
2026 Q1	$1.03M	Sell	40,429 -1,438	-3%	-$36.6K	﹤0.01%	300
2025 Q4	$1.06M	Buy	41,867 +1,284	+3%	+$32.6K	﹤0.01%	308
2025 Q3	$1.03M	Buy	40,583 +9,347	+30%	+$238K	﹤0.01%	303
2025 Q2	$792K	Buy	31,236 +7,553	+32%	+$190K	﹤0.01%	322
2025 Q1	$599K	Sell	23,683 -12,876	-35%	-$325K	﹤0.01%	309
2024 Q4	$919K	Buy	36,559 +24,087	+193%	+$609K	﹤0.01%	266
2024 Q3	$317K	Buy	+12,472	New	+$315K	﹤0.01%	323

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 $1.27B AUM 11.08% 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

Financial Engines Advisors's IBMP Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 13% in Q2 2026, buying an estimated $134K and bringing the position to 45,725 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Financial Engines Advisors first reported a position in IBMP in Q3 2024 and has held it in 8 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Financial Engines Advisors held 45,725 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.16M as of Q2 2026.
Financial Engines Advisors bought 5,296 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $134K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #302 holding.
Financial Engines Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.