Gould Asset Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Gould Asset Management’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	$583K	Buy	22,945 +1,005	+5%	+$25.5K	0.09%	102
2026 Q1	$558K	Buy	21,940 +30	+0.1%	+$764	0.1%	105
2025 Q4	$556K	Hold	21,910	–	–	0.1%	99
2025 Q3	$558K	Buy	21,910 +1,170	+6%	+$29.8K	0.1%	98
2025 Q2	$526K	Buy	20,740 +2,775	+15%	+$69.9K	0.1%	99
2025 Q1	$454K	Hold	17,965	–	–	0.09%	103
2024 Q4	$452K	Buy	+17,965	New	+$454K	0.1%	102

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

Gould Asset Management's IBMP Position: Q2 2026 in Review

Gould Asset Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 4.6% in Q2 2026, buying an estimated $25.5K and bringing the position to 22,945 shares worth $583K. The position accounts for 0.09% of the portfolio, ranked #102.

Gould Asset Management first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Gould Asset Management held 22,945 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $583K as of Q2 2026.
Gould Asset Management bought 1,005 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $25.5K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.09% of Gould Asset Management's portfolio in Q2 2026, its #102 holding.
Gould Asset Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.