Stephens Consulting’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Stephens Consulting’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
2025 Q4	$7.97K	Hold	314	–	–	﹤0.01%	261
2025 Q3	$8K	Hold	314	–	–	﹤0.01%	244
2025 Q2	$7.96K	Hold	314	–	–	﹤0.01%	350
2025 Q1	$7.94K	Hold	314	–	–	﹤0.01%	347
2024 Q4	$7.89K	Hold	314	–	–	﹤0.01%	373
2024 Q3	$7.99K	Hold	314	–	–	﹤0.01%	358
2024 Q2	$7.85K	Hold	314	–	–	﹤0.01%	365
2024 Q1	$7.9K	Hold	314	–	–	﹤0.01%	332
2023 Q4	$7.98K	Hold	314	–	–	﹤0.01%	335
2023 Q3	$7.69K	Hold	314	–	–	﹤0.01%	339
2023 Q2	$7.87K	Hold	314	–	–	﹤0.01%	341
2023 Q1	$8K	Hold	314	–	–	﹤0.01%	347
2022 Q4	$7.87K	Hold	314	–	–	0.01%	327
2022 Q3	$7.66K	Hold	314	–	–	0.01%	366
2022 Q2	$7.9K	Hold	314	–	–	0.01%	361
2022 Q1	$7.99K	Buy	+314	New	+$8.22K	0.01%	379

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HWA

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Stephens Consulting's IBMP Position: Q4 2025 in Review

Stephens Consulting held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q4 2025 at 314 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Stephens Consulting first reported a position in IBMP in Q1 2022 and has held it in 16 quarters since. The position peaked at $8K in Q3 2025. 179 funds tracked by Wall St. Rank hold IBMP as of Q4 2025.

Stephens Consulting held 314 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $7.97K as of Q4 2025.
Stephens Consulting left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q4 2025.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #261 holding.
Stephens Consulting first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2022 and has held it in 16 quarters since.
Stephens Consulting's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $8K in Q3 2025.
179 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.