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Investment Research Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Investment Research Partners’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 		$651K Sell
25,602
-34,821
-58% -$884K 0.22% 104
2026
Q1 		$1.54M Buy
+60,423
New +$1.54M 0.63% 31

Other funds holding IBMP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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 $103B AUM 28.65% 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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Investment Research Partners's IBMP Position: Q2 2026 in Review

Investment Research Partners reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 58% in Q2 2026, selling an estimated $884K and leaving 25,602 shares worth $651K. The position accounts for 0.22% of the portfolio, ranked #104.

Investment Research Partners first reported a position in IBMP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.54M in Q1 2026. 155 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Investment Research Partners held 25,602 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $651K as of Q2 2026.
  • Investment Research Partners sold 34,821 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $884K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.22% of Investment Research Partners's portfolio in Q2 2026, its #104 holding.
  • Investment Research Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Investment Research Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.54M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.