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Sound View Wealth Advisors Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Sound View Wealth Advisors 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
Q1 		$5.04M Buy
197,983
+14,929
+8% +$380K 0.34% 71
2025
Q4 		$4.65M Buy
183,054
+37,333
+26% +$948K 0.31% 73
2025
Q3 		$3.71M Sell
145,721
-9,143
-6% -$233K 0.26% 86
2025
Q2 		$3.93M Buy
154,864
+32,995
+27% +$831K 0.29% 81
2025
Q1 		$3.08M Buy
121,869
+13,645
+13% +$344K 0.25% 89
2024
Q4 		$2.72M Sell
108,224
-474
-0.4% -$12K 0.22% 97
2024
Q3 		$2.77M Buy
108,698
+3,834
+4% +$96.9K 0.23% 102
2024
Q2 		$2.62M Sell
104,864
-637
-0.6% -$15.9K 0.27% 80
2024
Q1 		$2.66M Sell
105,501
-4,374
-4% -$111K 0.28% 84
2023
Q4 		$2.79M Buy
109,875
+65,732
+149% +$1.63M 0.31% 80
2023
Q3 		$1.08M Buy
44,143
+790
+2% +$19.7K 0.13% 140
2023
Q2 		$1.09M Buy
43,353
+1,008
+2% +$25.4K 0.14% 134
2023
Q1 		$1.08M Sell
42,345
-67,530
-61% -$1.71M 0.15% 132
2022
Q4 		$2.79M Buy
109,875
+88,071
+404% +$2.18M 0.31% 80
2022
Q3 		$532K Buy
21,804
+383
+2% +$9.67K 0.12% 152
2022
Q2 		$539K Buy
21,421
+5,409
+34% +$135K 0.11% 159
2022
Q1 		$407K Buy
16,012
+3,512
+28% +$92K 0.08% 197
2021
Q4 		$338K Hold
12,500
– – 0.06% 219
2021
Q3 		$338K Hold
12,500
– – 0.07% 211
2021
Q2 		$339K Hold
12,500
– – 0.07% 218
2021
Q1 		$337K Buy
+12,500
New +$339K 0.08% 201

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 View Wealth Advisors Group's IBMP Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 8.2% in Q1 2026, buying an estimated $380K and bringing the position to 197,983 shares worth $5.04M. The position accounts for 0.34% of the portfolio, ranked #71.

Sound View Wealth Advisors Group first reported a position in IBMP in Q1 2021 and has held it in 21 quarters since. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Sound View Wealth Advisors Group held 197,983 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $5.04M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 14,929 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $380K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.34% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #71 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.