LPL Financial’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

LPL Financial’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 Q2	$13.3M	Buy	525,026 +32,329	+7%	+$821K	﹤0.01%	1885
2026 Q1	$12.5M	Buy	492,697 +11,682	+2%	+$297K	﹤0.01%	1808
2025 Q4	$12.2M	Buy	481,015 +38,368	+9%	+$974K	﹤0.01%	1757
2025 Q3	$11.3M	Buy	442,647 +17,276	+4%	+$440K	﹤0.01%	1762
2025 Q2	$10.8M	Buy	425,371 +17,446	+4%	+$440K	﹤0.01%	1661
2025 Q1	$10.3M	Buy	407,925 +183,135	+81%	+$4.62M	﹤0.01%	1577
2024 Q4	$5.65M	Buy	224,790 +9,013	+4%	+$228K	﹤0.01%	1982
2024 Q3	$5.49M	Buy	215,777 +4,834	+2%	+$122K	﹤0.01%	1919
2024 Q2	$5.28M	Buy	210,943 +17,480	+9%	+$437K	﹤0.01%	1801
2024 Q1	$4.87M	Buy	193,463 +30,949	+19%	+$782K	﹤0.01%	1804
2023 Q4	$4.13M	Buy	162,514 +26,017	+19%	+$646K	﹤0.01%	1813
2023 Q3	$3.34M	Buy	136,497 +2,703	+2%	+$67.3K	﹤0.01%	1868
2023 Q2	$3.35M	Buy	133,794 +756	+0.6%	+$19K	﹤0.01%	1828
2023 Q1	$3.39M	Buy	133,038 +10,418	+8%	+$264K	﹤0.01%	1763
2022 Q4	$3.07M	Buy	122,620 +39,826	+48%	+$986K	﹤0.01%	1761
2022 Q3	$2.02M	Buy	82,794 +7,662	+10%	+$193K	﹤0.01%	1977
2022 Q2	$1.89M	Buy	75,132 +45,330	+152%	+$1.13M	﹤0.01%	2076
2022 Q1	$758K	Buy	29,802 +4,930	+20%	+$129K	﹤0.01%	2842
2021 Q4	$673K	Buy	24,872 +7,271	+41%	+$196K	﹤0.01%	3022
2021 Q3	$475K	Buy	17,601 +3,600	+26%	+$98K	﹤0.01%	3270
2021 Q2	$380K	Buy	14,001 +109	+0.8%	+$2.96K	﹤0.01%	3393
2021 Q1	$374K	Buy	13,892 +6,457	+87%	+$175K	﹤0.01%	3290
2020 Q4	$203K	Buy	+7,435	New	+$202K	﹤0.01%	3514

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial's IBMP Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 6.6% in Q2 2026, buying an estimated $821K and bringing the position to 525,026 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

LPL Financial first reported a position in IBMP in Q4 2020 and has held it in 23 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

LPL Financial held 525,026 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $13.3M as of Q2 2026.
LPL Financial bought 32,329 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $821K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1885 holding.
LPL Financial first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.