NewEdge Advisors
IBMP icon

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
Q3 		$13.6M Buy
538,757
+15,151
+3% +$384K 0.04% 412
2026
Q2 		$13.3M Buy
523,606
+37,561
+8% +$953K 0.04% 416
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 		$9.6M 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 		$9.6M 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

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $799M AUM 27.46% 1-Year Est. Return

NewEdge Advisors's IBMP Position: Q3 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.9% in Q3 2026, buying an estimated $384K and bringing the position to 538,757 shares worth $13.6M. The position accounts for 0.04% of the portfolio, ranked #412.

NewEdge Advisors first reported a position in IBMP in Q4 2022 and has held it in 16 quarters since. 182 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • NewEdge Advisors held 538,757 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $13.6M as of Q3 2026.
  • NewEdge Advisors bought 15,151 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $384K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.04% of NewEdge Advisors's portfolio in Q3 2026, its #412 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.