Snowden Capital Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Snowden Capital 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	$798K	Buy	31,400 +400	+1%	+$10.2K	0.02%	662
2026 Q1	$789K	Hold	31,000	–	–	0.02%	601
2025 Q4	$787K	Hold	31,000	–	–	0.02%	618
2025 Q3	$790K	Hold	31,000	–	–	0.02%	598
2025 Q2	$786K	Hold	31,000	–	–	0.02%	594
2025 Q1	$784K	Hold	31,000	–	–	0.03%	587
2024 Q4	$779K	Hold	31,000	–	–	0.02%	595
2024 Q3	$789K	Hold	31,000	–	–	0.02%	597
2024 Q2	$775K	Hold	31,000	–	–	0.02%	590
2024 Q1	$780K	Buy	+31,000	New	+$783K	0.02%	579

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

Snowden Capital Advisors's IBMP Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 31,400 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #662.

Snowden Capital Advisors first reported a position in IBMP in Q1 2024 and has held it in 10 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Snowden Capital Advisors held 31,400 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $798K as of Q2 2026.
Snowden Capital Advisors bought 400 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $10.2K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Snowden Capital Advisors's portfolio in Q2 2026, its #662 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.