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

IFP 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 		$870K Sell
34,242
-2,227
-6% -$56.5K 0.02% 798
2026
Q1 		$928K Buy
36,469
+4,010
+12% +$102K 0.02% 724
2025
Q4 		$824K Sell
32,459
-155
-0.5% -$3.93K 0.02% 731
2025
Q3 		$831K Sell
32,614
-2,276
-7% -$57.9K 0.02% 678
2025
Q2 		$884K Buy
34,890
+3,874
+12% +$97.6K 0.03% 623
2025
Q1 		$784K Sell
31,016
-2,449
-7% -$61.8K 0.02% 617
2024
Q4 		$841K Buy
33,465
+1,331
+4% +$33.7K 0.03% 566
2024
Q3 		$818K Sell
32,134
-1,542
-5% -$39K 0.03% 528
2024
Q2 		$842K Buy
33,676
+169
+0.5% +$4.22K 0.03% 491
2024
Q1 		$843K Buy
33,507
+1,790
+6% +$45.2K 0.04% 451
2023
Q4 		$806K Buy
31,717
+5,102
+19% +$127K 0.04% 442
2023
Q3 		$652K Sell
26,615
-8,839
-25% -$220K 0.03% 509
2023
Q2 		$889K Sell
35,454
-8,048
-19% -$203K 0.04% 460
2023
Q1 		$1.09M Sell
43,502
-5,699
-12% -$144K 0.05% 367
2022
Q4 		$1.23M Buy
49,201
+25,770
+110% +$638K 0.03% 541
2022
Q3 		$588K Buy
+23,431
New +$592K 0.02% 847

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

IFP Advisors's IBMP Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 6.1% in Q2 2026, selling an estimated $56.5K and leaving 34,242 shares worth $870K. The position accounts for 0.02% of the portfolio, ranked #798.

IFP Advisors first reported a position in IBMP in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.23M in Q4 2022. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • IFP Advisors held 34,242 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $870K as of Q2 2026.
  • IFP Advisors sold 2,227 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $56.5K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #798 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • IFP Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.23M in Q4 2022.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.