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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

KCA

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

BSAM

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 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. 33 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.
33 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.