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Heffernan Advisory’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Heffernan 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 		$841K Hold
33,092
– – 0.7% 15
2026
Q1 		$842K Hold
33,092
– – 0.78% 14
2025
Q4 		$840K Buy
+33,092
New +$840K 0.8% 14

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Heffernan Advisory's IBMP Position: Q2 2026 in Review

Heffernan Advisory held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 33,092 shares worth $841K. The position accounts for 0.7% of the portfolio, ranked #15.

Heffernan Advisory first reported a position in IBMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $842K in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Heffernan Advisory held 33,092 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $841K as of Q2 2026.
  • Heffernan 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 0.7% of Heffernan Advisory's portfolio in Q2 2026, its #15 holding.
  • Heffernan Advisory first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Heffernan Advisory's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $842K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.