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Steward Partners Investment Advisory’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Steward Partners Investment Advisory’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 		$1.08M Sell
42,554
-98
-0.2% -$2.49K 0.01% 1248
2026
Q1 		$1.09M Buy
42,652
+1
+0% +$25 0.01% 1128
2025
Q4 		$1.08M Buy
42,651
+3
+0% +$76 0.01% 1035
2025
Q3 		$1.09M Buy
42,648
+1
+0% +$25 0.01% 1023
2025
Q2 		$1.08M Sell
42,647
-2,527
-6% -$63.7K 0.01% 959
2025
Q1 		$1.14M Sell
45,174
-15,960
-26% -$403K 0.01% 868
2024
Q4 		$1.54M Sell
61,134
-13,893
-19% -$351K 0.01% 719
2024
Q3 		$1.91M Sell
75,027
-19,628
-21% -$496K 0.02% 642
2024
Q2 		$2.37M Sell
94,655
-2,792
-3% -$69.7K 0.02% 534
2024
Q1 		$2.45M Sell
97,447
-4,959
-5% -$125K 0.03% 516
2023
Q4 		$2.6M Sell
102,406
-29,748
-23% -$739K 0.04% 437
2023
Q3 		$3.24M Sell
132,154
-8,821
-6% -$220K 0.05% 348
2023
Q2 		$3.53M Sell
140,975
-3,233
-2% -$81.4K 0.05% 334
2023
Q1 		$3.67M Sell
144,208
-2,174
-1% -$55K 0.06% 321
2022
Q4 		$3.67M Sell
146,382
-9,050
-6% -$224K 0.06% 310
2022
Q3 		$3.79M Sell
155,432
-4,810
-3% -$121K 0.07% 278
2022
Q2 		$4.03M Buy
160,242
+152,382
+1,939% +$3.81M 0.07% 276
2022
Q1 		$200K Buy
+7,860
New +$206K ﹤0.01% 1291

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's IBMP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.23% in Q2 2026, selling an estimated $2.49K and leaving 42,554 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1248.

Steward Partners Investment Advisory first reported a position in IBMP in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.03M in Q2 2022. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Steward Partners Investment Advisory held 42,554 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.08M as of Q2 2026.
  • Steward Partners Investment Advisory sold 98 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $2.49K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1248 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $4.03M in Q2 2022.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.