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

Redhawk Wealth 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 Q3	$203K	Sell	8,057 -3,874	-32%	-$98.2K	0.02%	394
2026 Q2	$303K	Buy	+11,931	New	+$303K	0.03%	331

Other funds holding IBMP

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Redhawk Wealth Advisors's IBMP Position: Q3 2026 in Review

Redhawk Wealth Advisors reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 32% in Q3 2026, selling an estimated $98.2K and leaving 8,057 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #394.

Redhawk Wealth Advisors first reported a position in IBMP in Q2 2026 and has held it in 2 quarters since. The position peaked at $303K in Q2 2026. 59 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Redhawk Wealth Advisors held 8,057 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $203K as of Q3 2026.
Redhawk Wealth Advisors sold 3,874 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $98.2K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Redhawk Wealth Advisors's portfolio in Q3 2026, its #394 holding.
Redhawk Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
Redhawk Wealth Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $303K in Q2 2026.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.