First Affirmative Financial Network’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

First Affirmative Financial Network’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	$497K	Buy	+19,542	New	+$498K	0.19%	131
2025 Q3	$466K	Buy	18,286 +3	+0%	+$76	0.22%	115
2025 Q2	$463K	Buy	18,283 +1,421	+8%	+$35.8K	0.24%	108
2025 Q1	$426K	Buy	16,862 +683	+4%	+$17.2K	0.26%	107
2024 Q4	$407K	Sell	16,179 -465	-3%	-$11.8K	0.23%	115
2024 Q3	$424K	Buy	16,644 +558	+3%	+$14.1K	0.23%	119
2024 Q2	$402K	Buy	+16,086	New	+$402K	0.28%	110

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Affirmative Financial Network's IBMP Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2026: 19,542 shares worth $497K. The stake represents 0.19% of the portfolio and ranks #131 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in IBMP as recently as Q3 2025.

First Affirmative Financial Network first reported a position in IBMP in Q2 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

First Affirmative Financial Network held 19,542 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $497K as of Q1 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new First Affirmative Financial Network position in Q1 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.19% of First Affirmative Financial Network's portfolio in Q1 2026, its #131 holding.
First Affirmative Financial Network first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.