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 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%	+$6.89K	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

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 $1.29B AUM 22.27% 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

Sentinel Pension Advisors's IBMP Position: Q2 2026 in Review

Sentinel Pension Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.1% in Q2 2026, buying an estimated $16.6K and bringing the position to 60,012 shares worth $1.52M. The position accounts for 0.2% of the portfolio, ranked #50.

Sentinel Pension Advisors first reported a position in IBMP in Q3 2022 and has held it in 16 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Sentinel Pension Advisors held 60,012 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.52M as of Q2 2026.
Sentinel Pension Advisors bought 655 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $16.6K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.2% of Sentinel Pension Advisors's portfolio in Q2 2026, its #50 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 16 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.