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NorthAvenue LLC’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

NorthAvenue LLC’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 		$9.56K Hold
376
– – 0.01% 160
2026
Q1 		$9.57K Hold
376
– – 0.01% 134
2025
Q4 		$9.55K Buy
+376
New +$9.54K 0.01% 140

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

NorthAvenue LLC's IBMP Position: Q2 2026 in Review

NorthAvenue LLC held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 376 shares worth $9.56K. The position accounts for 0.01% of the portfolio, ranked #160.

NorthAvenue LLC first reported a position in IBMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.57K in Q1 2026. 46 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • NorthAvenue LLC held 376 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $9.56K as of Q2 2026.
  • NorthAvenue LLC 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 0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #160 holding.
  • NorthAvenue LLC first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $9.57K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.