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

Sanctuary 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	$3.06M	Buy	120,344 +759	+0.6%	+$19.3K	0.01%	819
2026 Q1	$3.04M	Sell	119,585 -3,932	-3%	-$100K	0.02%	734
2025 Q4	$3.14M	Buy	123,517 +57,908	+88%	+$1.47M	0.02%	704
2025 Q3	$1.67M	Buy	65,609 +2,154	+3%	+$54.8K	0.01%	997
2025 Q2	$1.61M	Buy	63,455 +37,666	+146%	+$949K	0.01%	951
2025 Q1	$652K	Buy	25,789 +62	+0.2%	+$1.56K	﹤0.01%	1355
2024 Q4	$650K	Sell	25,727 -2,872	-10%	-$72.6K	﹤0.01%	1529
2024 Q3	$723K	Buy	28,599 +4,167	+17%	+$105K	﹤0.01%	1462
2024 Q2	$609K	Buy	+24,432	New	+$610K	﹤0.01%	1512

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 $1.27B AUM 11.08% 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

Sanctuary Advisors's IBMP Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.63% in Q2 2026, buying an estimated $19.3K and bringing the position to 120,344 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #819.

Sanctuary Advisors first reported a position in IBMP in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.14M in Q4 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Sanctuary Advisors held 120,344 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $3.06M as of Q2 2026.
Sanctuary Advisors bought 759 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $19.3K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #819 holding.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $3.14M in Q4 2025.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.