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 Q3	$205K	Hold	8,134	–	–	﹤0.01%	1144
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

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SignatureFD's IBMP Position: Q3 2026 in Review

SignatureFD held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q3 2026 at 8,134 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

SignatureFD first reported a position in IBMP in Q2 2024 and has held it in 10 quarters since. The position peaked at $207K in Q3 2025. 65 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

SignatureFD held 8,134 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $205K as of Q3 2026.
SignatureFD left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1144 holding.
SignatureFD first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2024 and has held it in 10 quarters since.
SignatureFD's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $207K in Q3 2025.
65 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.