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

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return