PFG Private Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

PFG Private 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 Q3	$467K	Buy	18,513 +686	+4%	+$17.4K	0.2%	44
2026 Q2	$453K	Sell	17,827 -268	-1%	-$6.8K	0.2%	39
2026 Q1	$460K	Buy	18,095 +7,536	+71%	+$192K	0.2%	33
2025 Q4	$268K	Buy	+10,559	New	+$268K	0.12%	56
2025 Q3	–	Sell	-11,643	Closed	-$295K	–	137
2025 Q2	$295K	Sell	11,643 -369	-3%	-$9.3K	0.15%	46
2025 Q1	$304K	Sell	12,012 -8,678	-42%	-$219K	0.16%	39
2024 Q4	$520K	Buy	+20,690	New	+$523K	0.3%	26

Other funds holding IBMP

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

PFG Private Wealth Management's IBMP Position: Q3 2026 in Review

PFG Private Wealth Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 3.8% in Q3 2026, buying an estimated $17.4K and bringing the position to 18,513 shares worth $467K. The position accounts for 0.2% of the portfolio, ranked #44.

PFG Private Wealth Management first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $520K in Q4 2024. 65 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

PFG Private Wealth Management held 18,513 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $467K as of Q3 2026.
PFG Private Wealth Management bought 686 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $17.4K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.2% of PFG Private Wealth Management's portfolio in Q3 2026, its #44 holding.
PFG Private Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
PFG Private Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $520K in Q4 2024.
65 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on PFG Private Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.