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 Q3	$219K	Sell	8,698 -34,818	-80%	-$883K	0.11%	121
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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

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 Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Members Wealth's IBMP Position: Q3 2026 in Review

Members Wealth reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 80% in Q3 2026, selling an estimated $883K and leaving 8,698 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #121.

Members Wealth first reported a position in IBMP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2026. 89 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Members Wealth held 8,698 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $219K as of Q3 2026.
Members Wealth sold 34,818 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $883K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.11% of Members Wealth's portfolio in Q3 2026, its #121 holding.
Members Wealth first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.11M in Q2 2026.
89 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.