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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PSI Advisors's IBMP Position: Q1 2026 in Review

PSI Advisors reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 31% in Q1 2026, selling an estimated $1.04M and leaving 91,110 shares worth $2.32M. The position accounts for 0.56% of the portfolio, ranked #32.

PSI Advisors first reported a position in IBMP in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.35M in Q4 2025. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • PSI Advisors held 91,110 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.32M as of Q1 2026.
  • PSI Advisors sold 40,736 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $1.04M.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.56% of PSI Advisors's portfolio in Q1 2026, its #32 holding.
  • PSI Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • PSI Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $3.35M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.