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 Q3	$1.53M	Sell	60,785 -12,280	-17%	-$311K	0.43%	35
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

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

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

SCG

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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

RIA Advisory Group's IBMP Position: Q3 2026 in Review

RIA Advisory Group reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 17% in Q3 2026, selling an estimated $311K and leaving 60,785 shares worth $1.53M. The position accounts for 0.43% of the portfolio, ranked #35.

RIA Advisory Group first reported a position in IBMP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q2 2026. 51 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

RIA Advisory Group held 60,785 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.53M as of Q3 2026.
RIA Advisory Group sold 12,280 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $311K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.43% of RIA Advisory Group's portfolio in Q3 2026, its #35 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 9 quarters since.
RIA Advisory Group's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.86M in Q2 2026.
51 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.