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

PSI 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 		$1.26M Sell
49,405
-41,705
-46% -$1.06M 0.29% 52
2026
Q1 		$2.32M Sell
91,110
-40,736
-31% -$1.04M 0.56% 32
2025
Q4 		$3.35M Buy
+131,846
New +$3.35M 0.84% 27
2025
Q2 		– Sell
-2,700
Closed -$68.3K – 357
2025
Q1 		$68.3K Buy
+2,700
New +$68.1K 0.02% 200

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

PSI Advisors's IBMP Position: Q2 2026 in Review

PSI Advisors reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 46% in Q2 2026, selling an estimated $1.06M and leaving 49,405 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #52.

PSI Advisors first reported a position in IBMP in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.35M in Q4 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • PSI Advisors held 49,405 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.26M as of Q2 2026.
  • PSI Advisors sold 41,705 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $1.06M.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.29% of PSI Advisors's portfolio in Q2 2026, its #52 holding.
  • PSI Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • PSI Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $3.35M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.