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 Q3	$428K	Buy	+16,963	New	+$430K	0.09%	214
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

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

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

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

First Affirmative Financial Network's IBMP Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026: 16,963 shares worth $428K. The stake represents 0.09% of the portfolio and ranks #214 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in IBMP as recently as Q1 2026.

First Affirmative Financial Network first reported a position in IBMP in Q2 2024 and has held it in 8 quarters since. The position peaked at $497K in Q1 2026. 65 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

First Affirmative Financial Network held 16,963 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $428K as of Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new First Affirmative Financial Network position in Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.09% of First Affirmative Financial Network's portfolio in Q3 2026, its #214 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 8 quarters since.
First Affirmative Financial Network's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $497K in Q1 2026.
65 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

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