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

Sentinel Pension 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 Q3	$1.52M	Buy	60,260 +248	+0.4%	+$6.29K	0.19%	54
2026 Q2	$1.52M	Buy	60,012 +655	+1%	+$16.6K	0.2%	50
2026 Q1	$1.51M	Buy	59,357 +348	+0.6%	+$8.86K	0.22%	46
2025 Q4	$1.5M	Buy	59,009 +476	+0.8%	+$12.1K	0.23%	46
2025 Q3	$1.49M	Buy	58,533 +435	+0.7%	+$11.1K	0.24%	46
2025 Q2	$1.47M	Buy	58,098 +423	+0.7%	+$10.7K	0.25%	48
2025 Q1	$1.46M	Buy	57,675 +6,934	+14%	+$175K	0.27%	46
2024 Q4	$1.28M	Buy	50,741 +1,493	+3%	+$37.7K	0.24%	51
2024 Q3	$1.25M	Buy	49,248 +2,337	+5%	+$59.1K	0.24%	54
2024 Q2	$1.17M	Buy	46,911 +276	+0.6%	+$6.9K	0.24%	56
2024 Q1	$1.17M	Buy	46,635 +175	+0.4%	+$4.42K	0.25%	53
2023 Q4	$1.18M	Buy	46,460 +331	+0.7%	+$8.22K	0.28%	49
2023 Q3	$1.13M	Buy	46,129 +239	+0.5%	+$5.95K	0.28%	53
2023 Q2	$1.15M	Buy	45,890 +230	+0.5%	+$5.79K	0.28%	53
2023 Q1	$1.17M	Buy	45,660 +157	+0.3%	+$3.97K	0.3%	49
2022 Q4	$1.14M	Buy	45,503 +251	+0.6%	+$6.21K	0.36%	44
2022 Q3	$1.1M	Buy	+45,252	New	+$1.14M	0.39%	43

Other funds holding IBMP

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sentinel Pension Advisors's IBMP Position: Q3 2026 in Review

Sentinel Pension Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.41% in Q3 2026, buying an estimated $6.29K and bringing the position to 60,260 shares worth $1.52M. The position accounts for 0.19% of the portfolio, ranked #54.

Sentinel Pension Advisors first reported a position in IBMP in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.52M in Q2 2026. 182 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Sentinel Pension Advisors held 60,260 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.52M as of Q3 2026.
Sentinel Pension Advisors bought 248 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $6.29K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.19% of Sentinel Pension Advisors's portfolio in Q3 2026, its #54 holding.
Sentinel Pension Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2022 and has held it in 17 quarters since.
Sentinel Pension Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.52M in Q2 2026.
182 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Sentinel Pension Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.