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 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 $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kathmere Capital Management's IBMP Position: Q1 2026 in Review

Kathmere Capital Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.3% in Q1 2026, selling an estimated $141K and leaving 406,428 shares worth $10.3M. The position accounts for 0.64% of the portfolio, ranked #35.

Kathmere Capital Management first reported a position in IBMP in Q3 2023 and has held it in 11 quarters since. The position peaked at $17.4M in Q2 2024. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

Kathmere Capital Management held 406,428 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $10.3M as of Q1 2026.
Kathmere Capital Management sold 5,538 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $141K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.64% of Kathmere Capital Management's portfolio in Q1 2026, its #35 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 11 quarters since.
Kathmere Capital Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $17.4M in Q2 2024.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.