SWP
IBMP icon

Stratos Wealth Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Stratos Wealth Partners’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 		$1.15M Buy
45,049
+78
+0.2% +$1.98K 0.01% 795
2026
Q1 		$1.14M Buy
44,971
+209
+0.5% +$5.32K 0.01% 745
2025
Q4 		$1.14M Buy
44,762
+1,229
+3% +$31.2K 0.01% 725
2025
Q3 		$1.11M Buy
43,533
+5,301
+14% +$135K 0.01% 710
2025
Q2 		$969K Sell
38,232
-9,925
-21% -$250K 0.01% 702
2025
Q1 		$1.22M Buy
48,157
+56
+0.1% +$1.41K 0.02% 592
2024
Q4 		$1.21M Buy
48,101
+878
+2% +$22.2K 0.02% 625
2024
Q3 		$1.2M Buy
47,223
+5,071
+12% +$128K 0.02% 610
2024
Q2 		$1.05M Buy
42,152
+18,071
+75% +$451K 0.02% 630
2024
Q1 		$606K Buy
24,081
+45
+0.2% +$1.14K 0.01% 826
2023
Q4 		$611K Buy
24,036
+11,957
+99% +$297K 0.01% 797
2023
Q3 		$296K Buy
+12,079
New +$301K 0.01% 1022

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

Stratos Wealth Partners's IBMP Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.17% in Q2 2026, buying an estimated $1.98K and bringing the position to 45,049 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #795.

Stratos Wealth Partners first reported a position in IBMP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q1 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Stratos Wealth Partners held 45,049 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.15M as of Q2 2026.
  • Stratos Wealth Partners bought 78 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $1.98K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #795 holding.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Stratos Wealth Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.22M in Q1 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.