Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Paradigm Strategies in Wealth Management’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	–	Sell	-8,814	Closed	-$224K	–	63
2026 Q1	$224K	Hold	8,814	–	–	0.15%	53
2025 Q4	$224K	Hold	8,814	–	–	0.15%	46
2025 Q3	$225K	Sell	8,814 -24	-0.3%	-$611	0.14%	50
2025 Q2	$224K	Buy	+8,838	New	+$223K	0.15%	49
2024 Q3	–	Sell	-10,604	Closed	-$265K	–	56
2024 Q2	$265K	Hold	10,604	–	–	0.16%	39
2024 Q1	$267K	Buy	10,604 +197	+2%	+$4.98K	0.16%	41
2023 Q4	$264K	Buy	+10,407	New	+$259K	0.17%	40

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

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

SCG

Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBMP Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026, closing a stake of 8,814 shares — an estimated $224K sold.

Paradigm Strategies in Wealth Management first reported a position in IBMP in Q4 2023 and held it in 7 quarters. The position peaked at $267K in Q1 2024. 66 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Paradigm Strategies in Wealth Management reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 8,814 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $224K.
Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and held it in 7 quarters.
Paradigm Strategies in Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $267K in Q1 2024.
66 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.