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Horan Securities’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Horan Securities’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
2025
Q2 		$217K Hold
8,544
– – 0.08% 141
2025
Q1 		$216K Hold
8,544
– – 0.08% 123
2024
Q4 		$215K Buy
8,544
+549
+7% +$13.9K 0.08% 125
2024
Q3 		$203K Buy
+7,995
New +$202K 0.08% 137

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horan Securities's IBMP Position: Q2 2025 in Review

Horan Securities held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2025 at 8,544 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #141.

Horan Securities first reported a position in IBMP in Q3 2024 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold IBMP as of Q2 2025.

  • Horan Securities held 8,544 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $217K as of Q2 2025.
  • Horan Securities left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2025.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.08% of Horan Securities's portfolio in Q2 2025, its #141 holding.
  • Horan Securities first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.