Sonata Capital Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Sonata Capital 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 Q2	$2.71M	Buy	106,489 +2,266	+2%	+$57.5K	0.87%	29
2026 Q1	$2.65M	Hold	104,223	–	–	0.98%	27
2025 Q4	$2.65M	Buy	104,223 +4,345	+4%	+$110K	0.96%	27
2025 Q3	$2.54M	Buy	99,878 +7,275	+8%	+$185K	0.94%	26
2025 Q2	$2.35M	Hold	92,603	–	–	0.94%	29
2025 Q1	$2.34M	Hold	92,603	–	–	1.02%	28
2024 Q4	$2.33M	Buy	92,603 +84,723	+1,075%	+$2.14M	0.96%	28
2024 Q3	$201K	Buy	+7,880	New	+$199K	0.08%	112

Other funds holding IBMP

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Sonata Capital Group's IBMP Position: Q2 2026 in Review

Sonata Capital Group increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.2% in Q2 2026, buying an estimated $57.5K and bringing the position to 106,489 shares worth $2.71M. The position accounts for 0.87% of the portfolio, ranked #29.

Sonata Capital Group first reported a position in IBMP in Q3 2024 and has held it in 8 quarters since. 98 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Sonata Capital Group held 106,489 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.71M as of Q2 2026.
Sonata Capital Group bought 2,266 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $57.5K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.87% of Sonata Capital Group's portfolio in Q2 2026, its #29 holding.
Sonata Capital Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
98 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.