HWA
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Heartwood Wealth Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Heartwood Wealth Advisors’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 		$17.7M Buy
697,944
+61,364
+10% +$1.56M 1.38% 23
2026
Q1 		$16.2M Sell
636,580
-131,368
-17% -$3.34M 1.41% 23
2025
Q4 		$19.5M Sell
767,948
-3,399
-0.4% -$86.3K 1.8% 19
2025
Q3 		$19.7M Buy
771,347
+17,508
+2% +$445K 1.83% 18
2025
Q2 		$19.1M Buy
753,839
+404
+0.1% +$10.2K 2% 18
2025
Q1 		$19M Buy
753,435
+44,375
+6% +$1.12M 2.17% 16
2024
Q4 		$17.8M Buy
709,060
+5,344
+0.8% +$135K 2.01% 19
2024
Q3 		$17.9M Buy
703,716
+27,285
+4% +$690K 1.98% 18
2024
Q2 		$16.9M Buy
676,431
+13,032
+2% +$326K 2.02% 19
2024
Q1 		$16.7M Buy
663,399
+44,987
+7% +$1.14M 2.06% 19
2023
Q4 		$15.7M Sell
618,412
-4,342
-0.7% -$108K 2.09% 18
2023
Q3 		$15.2M Buy
622,754
+17,508
+3% +$436K 2.25% 18
2023
Q2 		$15.2M Buy
605,246
+33,474
+6% +$842K 2.15% 17
2023
Q1 		$14.6M Buy
571,772
+45,071
+9% +$1.14M 2.17% 17
2022
Q4 		$13.2M Sell
526,701
-18,088
-3% -$448K 2.07% 18
2022
Q3 		$13.3M Buy
544,789
+28,639
+6% +$723K 2.3% 17
2022
Q2 		$13M Buy
+516,150
New +$12.9M 2.14% 17

Other funds holding IBMP

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Heartwood Wealth Advisors's IBMP Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 9.6% in Q2 2026, buying an estimated $1.56M and bringing the position to 697,944 shares worth $17.7M. The position accounts for 1.38% of the portfolio, ranked #23.

Heartwood Wealth Advisors first reported a position in IBMP in Q2 2022 and has held it in 17 quarters since. The position peaked at $19.7M in Q3 2025. 33 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Heartwood Wealth Advisors held 697,944 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $17.7M as of Q2 2026.
  • Heartwood Wealth Advisors bought 61,364 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $1.56M.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 1.38% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Heartwood Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Heartwood Wealth Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $19.7M in Q3 2025.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.