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Sound Income Strategies’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-44
Closed -$1.12K – 2657
2025
Q4 		$1.12K Buy
+44
New +$1.12K ﹤0.01% 2274

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sound Income Strategies's IBMP Position: Q1 2026 in Review

Sound Income Strategies sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2026, closing a stake of 44 shares — an estimated $1.12K sold.

Sound Income Strategies first reported a position in IBMP in Q4 2025 and held it in 1 quarter. The position peaked at $1.12K in Q4 2025. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Sound Income Strategies reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 44 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $1.12K.
  • Sound Income Strategies first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • Sound Income Strategies's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.12K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.