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

Klingman & 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
Q1 		$293K Sell
11,504
-4,080
-26% -$104K 0.01% 262
2025
Q4 		$396K Sell
15,584
-2,029
-12% -$51.5K 0.02% 218
2025
Q3 		$449K Buy
17,613
+123
+0.7% +$3.13K 0.02% 202
2025
Q2 		$443K Sell
17,490
-2,345
-12% -$59.1K 0.02% 183
2025
Q1 		$501K Sell
19,835
-2,959
-13% -$74.7K 0.03% 158
2024
Q4 		$573K Sell
22,794
-1,492
-6% -$37.7K 0.04% 139
2024
Q3 		$618K Sell
24,286
-4,047
-14% -$102K 0.04% 141
2024
Q2 		$709K Sell
28,333
-30,300
-52% -$757K 0.05% 117
2024
Q1 		$1.48M Sell
58,633
-2,712
-4% -$68.5K 0.1% 80
2023
Q4 		$1.56M Sell
61,345
-5,587
-8% -$139K 0.11% 72
2023
Q3 		$1.64M Buy
66,932
+8,410
+14% +$209K 0.13% 70
2023
Q2 		$1.47M Buy
58,522
+7,676
+15% +$193K 0.12% 69
2023
Q1 		$1.29M Buy
50,846
+5,223
+11% +$132K 0.11% 67
2022
Q4 		$1.14M Buy
45,623
+25,829
+130% +$639K 0.1% 71
2022
Q3 		$483K Buy
19,794
+10,929
+123% +$276K 0.05% 109
2022
Q2 		$223K Buy
+8,865
New +$222K 0.02% 177

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Klingman & Associates's IBMP Position: Q1 2026 in Review

Klingman & Associates reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 26% in Q1 2026, selling an estimated $104K and leaving 11,504 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #262.

Klingman & Associates first reported a position in IBMP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.64M in Q3 2023. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Klingman & Associates held 11,504 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $293K as of Q1 2026.
  • Klingman & Associates sold 4,080 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $104K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #262 holding.
  • Klingman & Associates first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Klingman & Associates's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.64M in Q3 2023.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.