Klingman & Associates
IBMP icon

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
Q3 		– Sell
-10,960
Closed -$279K – 432
2026
Q2 		$279K Sell
10,960
-544
-5% -$13.8K 0.01% 281
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

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 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

Klingman & Associates's IBMP Position: Q3 2026 in Review

Klingman & Associates sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026, closing a stake of 10,960 shares — an estimated $279K sold.

Klingman & Associates first reported a position in IBMP in Q2 2022 and held it in 17 quarters. The position peaked at $1.64M in Q3 2023. 65 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • Klingman & Associates reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Klingman & Associates sold 10,960 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $279K.
  • Klingman & Associates first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2022 and held it in 17 quarters.
  • Klingman & Associates's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.64M in Q3 2023.
  • 65 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.