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	–	1185
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

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 $1.27B AUM 11.08% 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

Harbor Investment Advisory's IBMP Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 1,115 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Harbor Investment Advisory first reported a position in IBMP in Q4 2022 and has held it in 13 quarters since. The position peaked at $64.2K in Q3 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Harbor Investment Advisory held 1,115 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $28.3K as of Q2 2026.
Harbor Investment Advisory left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #871 holding.
Harbor Investment Advisory first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 13 quarters since.
Harbor Investment Advisory's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $64.2K in Q3 2024.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.