RIA Advisory Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

RIA Advisory Group’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	$1.86M	Buy	73,065 +15,871	+28%	+$403K	0.4%	38
2026 Q1	$1.46M	Buy	57,194 +1,385	+2%	+$35.3K	0.35%	44
2025 Q4	$1.42M	Sell	55,809 -578	-1%	-$14.7K	0.34%	48
2025 Q3	$1.44M	Buy	56,387 +4,209	+8%	+$107K	0.37%	49
2025 Q2	$1.32M	Buy	52,178 +3,799	+8%	+$95.7K	0.39%	43
2025 Q1	$1.22M	Buy	48,379 +5,154	+12%	+$130K	0.4%	45
2024 Q4	$1.09M	Buy	+43,225	New	+$1.09M	0.37%	45
2024 Q1	$1.06M	Buy	+42,301	New	+$1.07M	0.43%	38

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

RIA Advisory Group's IBMP Position: Q2 2026 in Review

RIA Advisory Group increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 28% in Q2 2026, buying an estimated $403K and bringing the position to 73,065 shares worth $1.86M. The position accounts for 0.4% of the portfolio, ranked #38.

RIA Advisory Group first reported a position in IBMP in Q1 2024 and has held it in 8 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

RIA Advisory Group held 73,065 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.86M as of Q2 2026.
RIA Advisory Group bought 15,871 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $403K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.4% of RIA Advisory Group's portfolio in Q2 2026, its #38 holding.
RIA Advisory Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2024 and has held it in 8 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.