Members Wealth’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Members Wealth’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	$1.11M	Buy	43,516 +17,932	+70%	+$455K	0.61%	37
2026 Q1	$650K	Buy	25,584 +2,996	+13%	+$76.3K	0.39%	49
2025 Q4	$575K	Hold	22,588	–	–	0.36%	50
2025 Q3	$574K	Buy	+22,588	New	+$575K	0.36%	49
2025 Q1	$551K	Hold	21,804	–	–	0.42%	51
2024 Q4	$549K	Buy	+21,804	New	+$551K	0.41%	50
2024 Q2	$553K	Buy	+21,804	New	+$545K	0.37%	52

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Members Wealth's IBMP Position: Q2 2026 in Review

Members Wealth increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 70% in Q2 2026, buying an estimated $455K and bringing the position to 43,516 shares worth $1.11M. The position accounts for 0.61% of the portfolio, ranked #37.

Members Wealth first reported a position in IBMP in Q2 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Members Wealth held 43,516 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.11M as of Q2 2026.
Members Wealth bought 17,932 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $455K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.61% of Members Wealth's portfolio in Q2 2026, its #37 holding.
Members Wealth first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.