Focus Partners Wealth’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Focus Partners Wealth’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	$1.53M	Sell	60,236 -23,049	-28%	-$585K	﹤0.01%	1454
2026 Q1	$2.12M	Buy	83,285 +10,280	+14%	+$262K	﹤0.01%	1289
2025 Q4	$1.85M	Buy	73,005 +10,837	+17%	+$275K	﹤0.01%	1357
2025 Q3	$1.58M	Hold	62,168	–	–	﹤0.01%	1105
2025 Q2	$1.58M	Buy	62,168 +1,988	+3%	+$50.1K	﹤0.01%	976
2025 Q1	$1.52M	Buy	60,180 +1,921	+3%	+$48.5K	﹤0.01%	927
2024 Q4	$1.46M	Buy	58,259 +4,235	+8%	+$107K	﹤0.01%	944
2024 Q3	$1.37M	Hold	54,024	–	–	﹤0.01%	867
2024 Q2	$1.35M	Buy	54,024 +14,580	+37%	+$364K	﹤0.01%	729
2024 Q1	$993K	Buy	39,444 +1,742	+5%	+$44K	0.01%	600
2023 Q4	$958K	Buy	+37,702	New	+$937K	0.01%	458

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 $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors 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

Focus Partners Wealth's IBMP Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 28% in Q2 2026, selling an estimated $585K and leaving 60,236 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Focus Partners Wealth first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.12M in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Focus Partners Wealth held 60,236 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.53M as of Q2 2026.
Focus Partners Wealth sold 23,049 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $585K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1454 holding.
Focus Partners Wealth first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $2.12M in Q1 2026.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.