MONECO Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

MONECO Advisors’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	$278K	Hold	10,943	–	–	0.02%	500
2026 Q1	$278K	Hold	10,943	–	–	0.02%	423
2025 Q4	$278K	Hold	10,943	–	–	0.02%	420
2025 Q3	$279K	Hold	10,943	–	–	0.02%	418
2025 Q2	$277K	Hold	10,943	–	–	0.03%	396
2025 Q1	$277K	Hold	10,943	–	–	0.03%	379
2024 Q4	$275K	Hold	10,943	–	–	0.03%	388
2024 Q3	$278K	Hold	10,943	–	–	0.03%	359
2024 Q2	$274K	Hold	10,943	–	–	0.04%	340
2024 Q1	$275K	Hold	10,943	–	–	0.04%	335
2023 Q4	$278K	Buy	+10,943	New	+$272K	0.05%	305

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

MONECO Advisors's IBMP Position: Q2 2026 in Review

MONECO Advisors held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 10,943 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #500.

MONECO Advisors first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $279K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

MONECO Advisors held 10,943 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $278K as of Q2 2026.
MONECO Advisors left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #500 holding.
MONECO Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
MONECO Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $279K 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 MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.