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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG Private Wealth Management's IBMP Position: Q2 2026 in Review

PFG Private Wealth Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.5% in Q2 2026, selling an estimated $6.8K and leaving 17,827 shares worth $453K. The position accounts for 0.2% of the portfolio, ranked #39.

PFG Private Wealth Management first reported a position in IBMP in Q4 2024 and has held it in 6 quarters since. The position peaked at $520K in Q4 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

PFG Private Wealth Management held 17,827 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $453K as of Q2 2026.
PFG Private Wealth Management sold 268 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $6.8K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.2% of PFG Private Wealth Management's portfolio in Q2 2026, its #39 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 6 quarters since.
PFG Private Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $520K in Q4 2024.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.