Prism Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Prism 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 Q3	$1.13M	Hold	44,715	–	–	0.28%	50
2026 Q2	$1.14M	Hold	44,715	–	–	0.28%	46
2026 Q1	$1.14M	Hold	44,715	–	–	0.3%	44
2025 Q4	$1.14M	Hold	44,715	–	–	0.3%	44
2025 Q3	$1.14M	Hold	44,715	–	–	0.31%	46
2025 Q2	$1.13M	Hold	44,715	–	–	0.32%	45
2025 Q1	$1.13M	Hold	44,715	–	–	0.35%	36
2024 Q4	$1.12M	Hold	44,715	–	–	0.34%	35
2024 Q3	$1.14M	Hold	44,715	–	–	0.33%	36
2024 Q2	$1.12M	Hold	44,715	–	–	0.34%	35
2024 Q1	$1.13M	Hold	44,715	–	–	0.34%	30
2023 Q4	$1.14M	Hold	44,715	–	–	0.37%	31
2023 Q3	$1.09M	Hold	44,715	–	–	0.38%	28
2023 Q2	$1.12M	Hold	44,715	–	–	0.38%	26
2023 Q1	$1.14M	Hold	44,715	–	–	0.4%	25
2022 Q4	$1.12M	Hold	44,715	–	–	0.41%	25
2022 Q3	$1.09M	Hold	44,715	–	–	0.44%	30
2022 Q2	$1.12M	Hold	44,715	–	–	0.43%	25
2022 Q1	$1.14M	Hold	44,715	–	–	0.38%	24
2021 Q4	$1.21M	Hold	44,715	–	–	0.4%	24
2021 Q3	$1.21M	Hold	44,715	–	–	0.43%	24
2021 Q2	$1.21M	Buy	44,715 +1,107	+3%	+$30K	0.42%	27
2021 Q1	$1.18M	Hold	43,608	–	–	0.42%	26
2020 Q4	$1.19M	Buy	43,608 +8,331	+24%	+$226K	0.45%	26
2020 Q3	$955K	Hold	35,277	–	–	0.4%	25
2020 Q2	$946K	Buy	35,277 +2,741	+8%	+$72.3K	0.42%	25
2020 Q1	$847K	Buy	32,536 +16,987	+109%	+$444K	0.55%	41
2019 Q4	$405K	Buy	+15,549	New	+$404K	0.21%	49

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

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 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

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Prism Advisors's IBMP Position: Q3 2026 in Review

Prism Advisors held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q3 2026 at 44,715 shares worth $1.13M. The position accounts for 0.28% of the portfolio, ranked #50.

Prism Advisors first reported a position in IBMP in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.21M in Q2 2021. 53 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Prism Advisors held 44,715 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.13M as of Q3 2026.
Prism Advisors left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.28% of Prism Advisors's portfolio in Q3 2026, its #50 holding.
Prism Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2019 and has held it in 28 quarters since.
Prism Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.21M in Q2 2021.
53 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.