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Signature Wealth Management Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Signature Wealth Management Group’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
Q1 		$1.13M Sell
44,454
-6,608
-13% -$168K 0.43% 56
2025
Q4 		$1.3M Sell
51,062
-1,283
-2% -$32.6K 0.53% 61
2025
Q3 		$1.33M Buy
52,345
+433
+0.8% +$11K 0.52% 66
2025
Q2 		$1.32M Buy
51,912
+406
+0.8% +$10.2K 0.52% 67
2025
Q1 		$1.3M Buy
51,506
+995
+2% +$25.1K 0.51% 69
2024
Q4 		$1.27M Buy
50,511
+2,283
+5% +$57.7K 0.51% 69
2024
Q3 		$1.23M Sell
48,228
-2,037
-4% -$51.5K 0.49% 68
2024
Q2 		$1.26M Sell
50,265
-52
-0.1% -$1.3K 0.55% 65
2024
Q1 		$1.26M Buy
50,317
+1,579
+3% +$39.9K 0.57% 61
2023
Q4 		$1.24M Buy
+48,738
New +$1.21M 0.57% 63
2023
Q2 		$1.28M Buy
50,873
+2,328
+5% +$58.6K 0.59% 59
2023
Q1 		$1.24M Buy
48,545
+4,259
+10% +$108K 0.59% 59
2022
Q4 		$1.11M Buy
44,286
+16,682
+60% +$413K 0.54% 61
2022
Q3 		$673K Buy
27,604
+12,346
+81% +$312K 0.34% 67
2022
Q2 		$384K Buy
+15,258
New +$382K 0.19% 74

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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

Signature Wealth Management Group's IBMP Position: Q1 2026 in Review

Signature Wealth Management Group reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 13% in Q1 2026, selling an estimated $168K and leaving 44,454 shares worth $1.13M. The position accounts for 0.43% of the portfolio, ranked #56.

Signature Wealth Management Group first reported a position in IBMP in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.33M in Q3 2025. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Signature Wealth Management Group held 44,454 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.13M as of Q1 2026.
  • Signature Wealth Management Group sold 6,608 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $168K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.43% of Signature Wealth Management Group's portfolio in Q1 2026, its #56 holding.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Signature Wealth Management Group's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.33M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.