IA
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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return