Kathmere Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Kathmere Capital Management’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	$12.7M	Buy	498,643 +92,215	+23%	+$2.34M	0.67%	31
2026 Q1	$10.3M	Sell	406,428 -5,538	-1%	-$141K	0.64%	35
2025 Q4	$10.5M	Buy	411,966 +390	+0.1%	+$9.9K	0.7%	31
2025 Q3	$10.5M	Buy	411,576 +9,815	+2%	+$250K	0.74%	32
2025 Q2	$10.2M	Sell	401,761 -153,163	-28%	-$3.86M	0.78%	31
2025 Q1	$14M	Sell	554,924 -73,417	-12%	-$1.85M	1.19%	23
2024 Q4	$15.8M	Sell	628,341 -7,712	-1%	-$195K	1.42%	23
2024 Q3	$16.2M	Sell	636,053 -57,858	-8%	-$1.46M	1.52%	19
2024 Q2	$17.4M	Buy	693,911 +25,304	+4%	+$632K	1.84%	17
2024 Q1	$16.8M	Buy	668,607 +53,389	+9%	+$1.35M	1.92%	16
2023 Q4	$15.6M	Buy	615,218 +505,700	+462%	+$12.6M	2.03%	17
2023 Q3	$2.68M	Buy	+109,518	New	+$2.73M	0.4%	47

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

Kathmere Capital Management's IBMP Position: Q2 2026 in Review

Kathmere Capital Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 23% in Q2 2026, buying an estimated $2.34M and bringing the position to 498,643 shares worth $12.7M. The position accounts for 0.67% of the portfolio, ranked #31.

Kathmere Capital Management first reported a position in IBMP in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.4M in Q2 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Kathmere Capital Management held 498,643 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $12.7M as of Q2 2026.
Kathmere Capital Management bought 92,215 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $2.34M.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.67% of Kathmere Capital Management's portfolio in Q2 2026, its #31 holding.
Kathmere Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Kathmere Capital Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $17.4M in Q2 2024.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.