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Kestra Advisory Services’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,104
Closed -$53.4K – 3707
2025
Q4 		$53.4K Buy
+2,104
New +$53.4K ﹤0.01% 3897
2025
Q2 		– Sell
-15,280
Closed -$386K – 2901
2025
Q1 		$386K Buy
+15,280
New +$386K ﹤0.01% 2000

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Advisory Services's IBMP Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2026, closing a stake of 2,104 shares — an estimated $53.4K sold.

Kestra Advisory Services first reported a position in IBMP in Q1 2025 and held it in 2 quarters. The position peaked at $386K in Q1 2025. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,104 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $53.4K.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2025 and held it in 2 quarters.
  • Kestra Advisory Services's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $386K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.