PCH
IBMP icon

PGIM Custom Harvest’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

PGIM Custom Harvest’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
-15,545
Closed -$395K – 312
2026
Q1 		$395K Buy
15,545
+5
+0% +$127 0.01% 203
2025
Q4 		$395K Sell
15,540
-668
-4% -$17K 0.01% 192
2025
Q3 		$413K Buy
16,208
+1,327
+9% +$33.8K 0.01% 176
2025
Q2 		$377K Sell
14,881
-218
-1% -$5.49K 0.01% 170
2025
Q1 		$382K Buy
15,099
+2,115
+16% +$53.4K 0.01% 172
2024
Q4 		$326K Hold
12,984
– – 0.01% 193
2024
Q3 		$330K Sell
12,984
-898
-6% -$22.7K 0.01% 188
2024
Q2 		$347K Buy
13,882
+38
+0.3% +$949 0.01% 167
2024
Q1 		$348K Hold
13,844
– – 0.01% 155
2023
Q4 		$352K Sell
13,844
-358
-3% -$8.89K 0.01% 145
2023
Q3 		$348K Buy
+14,202
New +$354K 0.01% 130

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
CA
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 $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
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

PGIM Custom Harvest's IBMP Position: Q2 2026 in Review

PGIM Custom Harvest sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026, closing a stake of 15,545 shares — an estimated $395K sold.

PGIM Custom Harvest first reported a position in IBMP in Q3 2023 and held it in 11 quarters. The position peaked at $413K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • PGIM Custom Harvest reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • PGIM Custom Harvest sold 15,545 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $395K.
  • PGIM Custom Harvest first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2023 and held it in 11 quarters.
  • PGIM Custom Harvest's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $413K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.