Prime Capital Investment Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Prime Capital Investment Advisors’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	-10,284	Closed	-$262K	–	1111
2026 Q1	$262K	Sell	10,284 -2,894	-22%	-$73.7K	﹤0.01%	889
2025 Q4	$335K	Buy	13,178 +131	+1%	+$3.33K	﹤0.01%	781
2025 Q3	$332K	Sell	13,047 -529	-4%	-$13.5K	﹤0.01%	771
2025 Q2	$344K	Sell	13,576 -1,211	-8%	-$30.5K	﹤0.01%	721
2025 Q1	$374K	Buy	14,787 +2,312	+19%	+$58.4K	﹤0.01%	763
2024 Q4	$314K	Hold	12,475	–	–	﹤0.01%	715
2024 Q3	$317K	Sell	12,475 -898	-7%	-$22.7K	﹤0.01%	715
2024 Q2	$334K	Sell	13,373 -1,053	-7%	-$26.3K	0.01%	695
2024 Q1	$363K	Hold	14,426	–	–	0.01%	721
2023 Q4	$367K	Buy	14,426 +733	+5%	+$18.2K	0.01%	679
2023 Q3	$335K	Buy	+13,693	New	+$341K	0.01%	555

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 $1.27B AUM 11.08% 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

Prime Capital Investment Advisors's IBMP Position: Q2 2026 in Review

Prime Capital Investment Advisors sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026, closing a stake of 10,284 shares — an estimated $262K sold.

Prime Capital Investment Advisors first reported a position in IBMP in Q3 2023 and held it in 11 quarters. The position peaked at $374K in Q1 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Prime Capital Investment Advisors reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Prime Capital Investment Advisors sold 10,284 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $262K.
Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2023 and held it in 11 quarters.
Prime Capital Investment Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $374K in Q1 2025.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.