OneDigital Investment Advisors
IBMP icon

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

OneDigital Investment 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 		$1.03M Sell
40,327
-4,227
-9% -$107K 0.01% 734
2026
Q1 		$1.13M Sell
44,554
-6,508
-13% -$166K 0.01% 643
2025
Q4 		$1.3M Buy
+51,062
New +$1.3M 0.01% 593

Other funds holding IBMP

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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
Clearstead Advisors
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 $1.27B AUM 11.08% 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

OneDigital Investment Advisors's IBMP Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 9.5% in Q2 2026, selling an estimated $107K and leaving 40,327 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #734.

OneDigital Investment Advisors first reported a position in IBMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • OneDigital Investment Advisors held 40,327 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.03M as of Q2 2026.
  • OneDigital Investment Advisors sold 4,227 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #734 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.3M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.