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

Modern Wealth Management’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 		$583K Sell
22,941
-10,568
-32% -$268K 0.01% 666
2026
Q1 		$851K Buy
33,509
+5,465
+19% +$139K 0.01% 458
2025
Q4 		$712K Sell
28,044
-13,392
-32% -$340K 0.01% 475
2025
Q3 		$1.06M Buy
41,436
+553
+1% +$14.1K 0.02% 382
2025
Q2 		$1.04M Buy
40,883
+7,028
+21% +$177K 0.03% 364
2025
Q1 		$856K Sell
33,855
-1,829
-5% -$46.2K 0.03% 329
2024
Q4 		$897K Buy
+35,684
New +$902K 0.03% 268

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Modern Wealth Management's IBMP Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 32% in Q2 2026, selling an estimated $268K and leaving 22,941 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #666.

Modern Wealth Management first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Modern Wealth Management held 22,941 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $583K as of Q2 2026.
  • Modern Wealth Management sold 10,568 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $268K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #666 holding.
  • Modern Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.06M in Q3 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.