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

Quantum Financial 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	$3.15M	Sell	123,842 -20,221	-14%	-$513K	0.31%	46
2026 Q1	$3.66M	Sell	144,063 -41,870	-23%	-$1.07M	0.41%	41
2025 Q4	$4.72M	Sell	185,933 -1,706	-0.9%	-$43.3K	0.53%	35
2025 Q3	$4.78M	Buy	187,639 +45,216	+32%	+$1.15M	0.58%	33
2025 Q2	$3.61M	Buy	142,423 +4,570	+3%	+$115K	0.49%	37
2025 Q1	$3.48M	Buy	137,853 +6,481	+5%	+$164K	0.52%	35
2024 Q4	$3.3M	Buy	131,372 +4,726	+4%	+$119K	0.5%	35
2024 Q3	$3.22M	Buy	126,646 +3,507	+3%	+$88.6K	0.5%	35
2024 Q2	$3.08M	Buy	123,139 +1,090	+0.9%	+$27.2K	0.54%	36
2024 Q1	$3.07M	Buy	+122,049	New	+$3.08M	0.57%	34

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

Quantum Financial Advisors's IBMP Position: Q2 2026 in Review

Quantum Financial Advisors reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 14% in Q2 2026, selling an estimated $513K and leaving 123,842 shares worth $3.15M. The position accounts for 0.31% of the portfolio, ranked #46.

Quantum Financial Advisors first reported a position in IBMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.78M in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Quantum Financial Advisors held 123,842 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $3.15M as of Q2 2026.
Quantum Financial Advisors sold 20,221 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $513K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.31% of Quantum Financial Advisors's portfolio in Q2 2026, its #46 holding.
Quantum Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Quantum Financial Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $4.78M 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 Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.