Smith, Moore & Co’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Smith, Moore & Co’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	$596K	Buy	23,456 +1,719	+8%	+$43.6K	0.04%	317
2026 Q1	$553K	Buy	21,737 +2,764	+15%	+$70.4K	0.04%	312
2025 Q4	$482K	Buy	18,973 +465	+3%	+$11.8K	0.04%	323
2025 Q3	$471K	Buy	18,508 +4,497	+32%	+$114K	0.04%	319
2025 Q2	$355K	Buy	14,011 +5,861	+72%	+$148K	0.03%	361
2025 Q1	$206K	Buy	8,150 +34	+0.4%	+$858	0.02%	457
2024 Q4	$204K	Buy	+8,116	New	+$205K	0.02%	462

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

Smith, Moore & Co's IBMP Position: Q2 2026 in Review

Smith, Moore & Co increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 7.9% in Q2 2026, buying an estimated $43.6K and bringing the position to 23,456 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #317.

Smith, Moore & Co first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Smith, Moore & Co held 23,456 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $596K as of Q2 2026.
Smith, Moore & Co bought 1,719 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $43.6K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.04% of Smith, Moore & Co's portfolio in Q2 2026, its #317 holding.
Smith, Moore & Co first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.