HighTower Advisors
IBMP icon

HighTower Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

HighTower 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 		$14M Sell
550,178
-435,225
-44% -$11M 0.01% 790
2026
Q1 		$25.1M Buy
985,403
+17,239
+2% +$439K 0.03% 540
2025
Q4 		$24.6M Buy
968,164
+52,099
+6% +$1.32M 0.03% 541
2025
Q3 		$23.3M Sell
916,065
-34,145
-4% -$869K 0.03% 540
2025
Q2 		$24.1M Sell
950,210
-62,278
-6% -$1.57M 0.03% 515
2025
Q1 		$25.6M Buy
1,012,488
+42,861
+4% +$1.08M 0.03% 470
2024
Q4 		$24.4M Buy
969,627
+174,699
+22% +$4.42M 0.03% 460
2024
Q3 		$20.2M Buy
794,928
+65,463
+9% +$1.65M 0.03% 516
2024
Q2 		$18.2M Buy
729,465
+49,755
+7% +$1.24M 0.03% 525
2024
Q1 		$17.1M Sell
679,710
-31,176
-4% -$788K 0.03% 523
2023
Q4 		$18.1M Buy
710,886
+72,003
+11% +$1.79M 0.03% 503
2023
Q3 		$15.6M Sell
638,883
-26,643
-4% -$663K 0.03% 527
2023
Q2 		$16.7M Buy
665,526
+14,986
+2% +$377K 0.03% 483
2023
Q1 		$16.6M Buy
650,540
+16,412
+3% +$415K 0.04% 460
2022
Q4 		$15.9M Buy
634,128
+187,115
+42% +$4.63M 0.04% 466
2022
Q3 		$10.9M Buy
447,013
+202,308
+83% +$5.11M 0.03% 537
2022
Q2 		$6.16M Sell
244,705
-166,829
-41% -$4.17M 0.02% 727
2022
Q1 		$10.5M Buy
411,534
+223,321
+119% +$5.85M 0.02% 609
2021
Q4 		$5.09M Buy
188,213
+5,021
+3% +$135K 0.01% 891
2021
Q3 		$4.95M Buy
183,192
+5,719
+3% +$156K 0.01% 822
2021
Q2 		$4.82M Buy
+177,473
New +$4.81M 0.01% 805

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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HighTower Advisors's IBMP Position: Q2 2026 in Review

HighTower Advisors reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 44% in Q2 2026, selling an estimated $11M and leaving 550,178 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #790.

HighTower Advisors first reported a position in IBMP in Q2 2021 and has held it in 21 quarters since. The position peaked at $25.6M in Q1 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • HighTower Advisors held 550,178 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $14M as of Q2 2026.
  • HighTower Advisors sold 435,225 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $11M.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #790 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • HighTower Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $25.6M in Q1 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.