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

NewEdge 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
Q1 		$12.4M Buy
486,045
+863
+0.2% +$22K 0.04% 399
2025
Q4 		$12.3M Buy
485,182
+31,056
+7% +$788K 0.04% 372
2025
Q3 		$11.6M Buy
454,126
+39,355
+9% +$1M 0.05% 364
2025
Q2 		$10.5M Buy
414,771
+35,356
+9% +$891K 0.05% 358
2025
Q1 		$9.59M Buy
379,415
+10,870
+3% +$274K 0.06% 336
2024
Q4 		$9.27M Sell
368,545
-1,800
-0.5% -$45.5K 0.06% 328
2024
Q3 		$9.43M Buy
370,345
+11,742
+3% +$297K 0.06% 307
2024
Q2 		$8.97M Sell
358,603
-21,360
-6% -$534K 0.07% 297
2024
Q1 		$9.56M Buy
379,963
+19,602
+5% +$495K 0.08% 235
2023
Q4 		$9.15M Buy
360,361
+173,953
+93% +$4.32M 0.09% 222
2023
Q3 		$4.56M Buy
186,408
+19,083
+11% +$475K 0.05% 339
2023
Q2 		$4.19M Sell
167,325
-52,777
-24% -$1.33M 0.05% 364
2023
Q1 		$5.6M Sell
220,102
-28,767
-12% -$728K 0.07% 277
2022
Q4 		$6.24K Buy
+248,869
New +$6.16M ﹤0.01% 2517

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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

NewEdge Advisors's IBMP Position: Q1 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.18% in Q1 2026, buying an estimated $22K and bringing the position to 486,045 shares worth $12.4M. The position accounts for 0.04% of the portfolio, ranked #399.

NewEdge Advisors first reported a position in IBMP in Q4 2022 and has held it in 14 quarters since. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • NewEdge Advisors held 486,045 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $12.4M as of Q1 2026.
  • NewEdge Advisors bought 863 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $22K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.04% of NewEdge Advisors's portfolio in Q1 2026, its #399 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.