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

Sax 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
Q2 		$384K Hold
15,089
– – 0.02% 402
2026
Q1 		$383K Hold
15,089
– – 0.02% 342
2025
Q4 		$383K Hold
15,089
– – 0.02% 348
2025
Q3 		$384K Hold
15,089
– – 0.02% 317
2025
Q2 		$383K Buy
+15,089
New +$380K 0.02% 295

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sax Wealth Advisors's IBMP Position: Q2 2026 in Review

Sax Wealth Advisors held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 15,089 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #402.

Sax Wealth Advisors first reported a position in IBMP in Q2 2025 and has held it in 5 quarters since. The position peaked at $384K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Sax Wealth Advisors held 15,089 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $384K as of Q2 2026.
  • Sax Wealth Advisors left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #402 holding.
  • Sax Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Sax Wealth Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $384K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.