SignatureFD’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

SignatureFD’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	$207K	Hold	8,134	–	–	﹤0.01%	1078
2026 Q1	$207K	Hold	8,134	–	–	﹤0.01%	984
2025 Q4	$207K	Hold	8,134	–	–	﹤0.01%	954
2025 Q3	$207K	Hold	8,134	–	–	﹤0.01%	945
2025 Q2	$206K	Hold	8,134	–	–	﹤0.01%	902
2025 Q1	$206K	Hold	8,134	–	–	﹤0.01%	870
2024 Q4	$204K	Hold	8,134	–	–	﹤0.01%	867
2024 Q3	$207K	Hold	8,134	–	–	﹤0.01%	845
2024 Q2	$203K	Buy	+8,134	New	+$203K	﹤0.01%	817

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

SignatureFD's IBMP Position: Q2 2026 in Review

SignatureFD held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 8,134 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

SignatureFD first reported a position in IBMP in Q2 2024 and has held it in 9 quarters since. The position peaked at $207K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

SignatureFD held 8,134 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $207K as of Q2 2026.
SignatureFD 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 ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1078 holding.
SignatureFD first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
SignatureFD's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $207K 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 SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.