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Great Diamond Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Great Diamond Partners’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 		$630K Buy
+24,954
New +$633K 0.11% 152

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Great Diamond Partners's IBMP Position: Q3 2026 in Review

Great Diamond Partners opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026: 24,954 shares worth $630K. The stake represents 0.11% of the portfolio and ranks #152 among its holdings.

19 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • Great Diamond Partners held 24,954 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $630K as of Q3 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new Great Diamond Partners position in Q3 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.11% of Great Diamond Partners's portfolio in Q3 2026, its #152 holding.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.