HIA
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Harbor Investment Advisory’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Harbor Investment Advisory’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 		$28.3K Hold
1,115
– – ﹤0.01% 871
2026
Q1 		$28.4K Hold
1,115
– – ﹤0.01% 717
2025
Q4 		$28.3K Hold
1,115
– – ﹤0.01% 762
2025
Q3 		$28.4K Hold
1,115
– – ﹤0.01% 732
2025
Q2 		$28.3K Sell
1,115
-1,409
-56% -$35.5K ﹤0.01% 725
2025
Q1 		$63.8K Hold
2,524
– – 0.01% 557
2024
Q4 		$63.5K Hold
2,524
– – 0.01% 550
2024
Q3 		$64.2K Hold
2,524
– – 0.01% 550
2024
Q2 		$63.1K Buy
+2,524
New +$63.1K 0.01% 537
2023
Q4 		– Sell
-1,229
Closed -$30.1K – 1186
2023
Q3 		$30.1K Hold
1,229
– – ﹤0.01% 622
2023
Q2 		$30.8K Hold
1,229
– – ﹤0.01% 816
2023
Q1 		$31.3K Hold
1,229
– – ﹤0.01% 816
2022
Q4 		$30.8K Buy
+1,229
New +$30.4K ﹤0.01% 804

Other funds holding IBMP

PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return