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

Paradiem’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 		$6.32M Hold
248,470
– – 1.36% 29
2026
Q1 		$6.32M Buy
248,470
+88,060
+55% +$2.24M 1.39% 28
2025
Q4 		$4.07M Hold
160,410
– – 0.97% 27
2025
Q3 		$4.09M Hold
160,410
– – 0.95% 28
2025
Q2 		$4.07M Hold
160,410
– – 1.03% 25
2025
Q1 		$4.06M Hold
160,410
– – 1.12% 35
2024
Q4 		$4.03M Hold
160,410
– – 1.08% 33
2024
Q3 		$4.08M Hold
160,410
– – 0.96% 38
2024
Q2 		$4.01M Hold
160,410
– – 1.01% 33
2024
Q1 		$4.04M Buy
+160,410
New +$4.05M 1% 35

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Paradiem's IBMP Position: Q2 2026 in Review

Paradiem held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 248,470 shares worth $6.32M. The position accounts for 1.36% of the portfolio, ranked #29.

Paradiem first reported a position in IBMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.32M in Q1 2026. 98 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Paradiem held 248,470 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $6.32M as of Q2 2026.
  • Paradiem 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 1.36% of Paradiem's portfolio in Q2 2026, its #29 holding.
  • Paradiem first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Paradiem's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $6.32M in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Paradiem's 13F filing for Q2 2026, filed 14 Jul 2026.