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 Q3	$2.57M	Sell	101,741 -4,748	-4%	-$120K	0.82%	31
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

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

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

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Sonata Capital Group's IBMP Position: Q3 2026 in Review

Sonata Capital Group reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 4.5% in Q3 2026, selling an estimated $120K and leaving 101,741 shares worth $2.57M. The position accounts for 0.82% of the portfolio, ranked #31.

Sonata Capital Group first reported a position in IBMP in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q2 2026. 89 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Sonata Capital Group held 101,741 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.57M as of Q3 2026.
Sonata Capital Group sold 4,748 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $120K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.82% of Sonata Capital Group's portfolio in Q3 2026, its #31 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 9 quarters since.
Sonata Capital Group's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $2.71M in Q2 2026.
89 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.