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

James Investment Research’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	$526K	Hold	20,676	–	–	0.05%	262
2026 Q1	$526K	Hold	20,676	–	–	0.06%	246
2025 Q4	$525K	Buy	20,676 +5,962	+41%	+$151K	0.06%	238
2025 Q3	$375K	Hold	14,714	–	–	0.04%	275
2025 Q2	$373K	Hold	14,714	–	–	0.04%	247
2025 Q1	$372K	Hold	14,714	–	–	0.05%	236
2024 Q4	$370K	Sell	14,714 -10,826	-42%	-$274K	0.04%	249
2024 Q3	$650K	Hold	25,540	–	–	0.08%	189
2024 Q2	$639K	Hold	25,540	–	–	0.08%	193
2024 Q1	$643K	Buy	25,540 +935	+4%	+$23.6K	0.08%	187
2023 Q4	$625K	Buy	+24,605	New	+$611K	0.08%	184

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

James Investment Research held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 20,676 shares worth $526K. The position accounts for 0.05% of the portfolio, ranked #262.

James Investment Research first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $650K in Q3 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

James Investment Research held 20,676 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $526K as of Q2 2026.
James Investment Research left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.05% of James Investment Research's portfolio in Q2 2026, its #262 holding.
James Investment Research first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
James Investment Research's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $650K in Q3 2024.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.