Kathmere Capital Management
IBMP icon

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
Q3 		$11.8M Sell
468,805
-29,838
-6% -$756K 0.57% 36
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

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sonata Capital Group
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Kathmere Capital Management's IBMP Position: Q3 2026 in Review

Kathmere Capital Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 6% in Q3 2026, selling an estimated $756K and leaving 468,805 shares worth $11.8M. The position accounts for 0.57% of the portfolio, ranked #36.

Kathmere Capital Management first reported a position in IBMP in Q3 2023 and has held it in 13 quarters since. The position peaked at $17.4M in Q2 2024. 65 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • Kathmere Capital Management held 468,805 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $11.8M as of Q3 2026.
  • Kathmere Capital Management sold 29,838 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $756K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.57% of Kathmere Capital Management's portfolio in Q3 2026, its #36 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 13 quarters since.
  • Kathmere Capital Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $17.4M in Q2 2024.
  • 65 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.