Princeton Global Asset Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Princeton Global Asset 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	$366K	Buy	14,394 +5,944	+70%	+$151K	0.05%	163
2026 Q1	$215K	Hold	8,450	–	–	0.04%	192
2025 Q4	$215K	Buy	8,450 +4,500	+114%	+$114K	0.03%	188
2025 Q3	$101K	Hold	3,950	–	–	0.02%	248
2025 Q2	$100K	Hold	3,950	–	–	0.02%	240
2025 Q1	$99.9K	Buy	+3,950	New	+$99.7K	0.02%	226

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

Princeton Global Asset Management's IBMP Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 70% in Q2 2026, buying an estimated $151K and bringing the position to 14,394 shares worth $366K. The position accounts for 0.05% of the portfolio, ranked #163.

Princeton Global Asset Management first reported a position in IBMP in Q1 2025 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Princeton Global Asset Management held 14,394 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $366K as of Q2 2026.
Princeton Global Asset Management bought 5,944 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $151K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.05% of Princeton Global Asset Management's portfolio in Q2 2026, its #163 holding.
Princeton Global Asset Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.