Private Advisor Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Private Advisor Group’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	-13,221	Closed	-$336K	–	2694
2026 Q1	$336K	Hold	13,221	–	–	﹤0.01%	2117
2025 Q4	$336K	Hold	13,221	–	–	﹤0.01%	2077
2025 Q3	$337K	Hold	13,221	–	–	﹤0.01%	2005
2025 Q2	$335K	Buy	+13,221	New	+$333K	﹤0.01%	1920
2025 Q1	–	Sell	-9,085	Closed	-$228K	–	2357
2024 Q4	$228K	Buy	9,085 +594	+7%	+$15K	﹤0.01%	2021
2024 Q3	$216K	Buy	+8,491	New	+$215K	﹤0.01%	2164

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

Private Advisor Group's IBMP Position: Q2 2026 in Review

Private Advisor Group sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026, closing a stake of 13,221 shares — an estimated $336K sold.

Private Advisor Group first reported a position in IBMP in Q3 2024 and held it in 6 quarters. The position peaked at $337K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Private Advisor Group reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Private Advisor Group sold 13,221 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $336K.
Private Advisor Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2024 and held it in 6 quarters.
Private Advisor Group's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $337K 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 Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.