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SummitPoint Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

SummitPoint Capital 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 		$1.19M Buy
46,777
+485
+1% +$12.3K 1.28% 19
2026
Q1 		$1.18M Buy
+46,292
New +$1.18M 1.49% 20

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 $103B AUM 28.65% 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

SummitPoint Capital Management's IBMP Position: Q2 2026 in Review

SummitPoint Capital Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1% in Q2 2026, buying an estimated $12.3K and bringing the position to 46,777 shares worth $1.19M. The position accounts for 1.28% of the portfolio, ranked #19.

SummitPoint Capital Management first reported a position in IBMP in Q1 2026 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • SummitPoint Capital Management held 46,777 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.19M as of Q2 2026.
  • SummitPoint Capital Management bought 485 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $12.3K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 1.28% of SummitPoint Capital Management's portfolio in Q2 2026, its #19 holding.
  • SummitPoint Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on SummitPoint Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.