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Spire Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Spire Wealth Management’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 		$23.6K Sell
927
-600
-39% -$15.2K ﹤0.01% 1398
2026
Q1 		$38.8K Sell
1,527
-2,867
-65% -$73K ﹤0.01% 1244
2025
Q4 		$112K Sell
4,394
-88,231
-95% -$2.24M ﹤0.01% 956
2025
Q3 		$2.36M Sell
92,625
-1,730
-2% -$44K 0.08% 199
2025
Q2 		$2.39M Sell
94,355
-36,190
-28% -$912K 0.09% 197
2025
Q1 		$3.3M Buy
130,545
+2,054
+2% +$51.8K 0.11% 171
2024
Q4 		$3.23M Buy
128,491
+2,613
+2% +$66.1K 0.1% 176
2024
Q3 		$3.2M Sell
125,878
-5,259
-4% -$133K 0.11% 155
2024
Q2 		$3.28M Buy
131,137
+1,515
+1% +$37.8K 0.12% 170
2024
Q1 		$3.26M Buy
129,622
+352
+0.3% +$8.89K 0.06% 194
2023
Q4 		$3.26M Sell
129,270
-3,148
-2% -$78.2K 0.11% 185
2023
Q3 		$3.24M Sell
132,418
-5,489
-4% -$137K 0.12% 181
2023
Q2 		$3.46M Buy
137,907
+1,935
+1% +$48.7K 0.13% 159
2023
Q1 		$3.46M Buy
135,972
+24,090
+22% +$610K 0.13% 146
2022
Q4 		$2.81M Buy
+111,882
New +$2.77M 0.16% 130

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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
P
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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Spire Wealth Management's IBMP Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 39% in Q2 2026, selling an estimated $15.2K and leaving 927 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Spire Wealth Management first reported a position in IBMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.46M in Q1 2023. 66 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Spire Wealth Management held 927 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $23.6K as of Q2 2026.
  • Spire Wealth Management sold 600 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $15.2K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1398 holding.
  • Spire Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Spire Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $3.46M in Q1 2023.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.