Jim Saulnier & Associates’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Jim Saulnier & Associates’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	$417K	Buy	16,398 +101	+0.6%	+$2.56K	0.17%	94
2026 Q1	$415K	Buy	16,297 +69	+0.4%	+$1.76K	0.2%	90
2025 Q4	$412K	Buy	16,228 +134	+0.8%	+$3.4K	0.21%	92
2025 Q3	$410K	Buy	16,094 +100	+0.6%	+$2.54K	0.23%	87
2025 Q2	$405K	Buy	15,994 +96	+0.6%	+$2.42K	0.28%	73
2025 Q1	$402K	Buy	+15,898	New	+$401K	0.31%	64
2024 Q4	–	Sell	-10,230	Closed	-$260K	–	95
2024 Q3	$260K	Buy	+10,230	New	+$259K	0.25%	66

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

Jim Saulnier & Associates's IBMP Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.62% in Q2 2026, buying an estimated $2.56K and bringing the position to 16,398 shares worth $417K. The position accounts for 0.17% of the portfolio, ranked #94.

Jim Saulnier & Associates first reported a position in IBMP in Q3 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Jim Saulnier & Associates held 16,398 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $417K as of Q2 2026.
Jim Saulnier & Associates bought 101 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $2.56K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.17% of Jim Saulnier & Associates's portfolio in Q2 2026, its #94 holding.
Jim Saulnier & Associates first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.