TRUE Private Wealth Advisors
IBMP icon

TRUE Private Wealth Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

TRUE Private Wealth Advisors’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
Q3 		$1.54M Hold
61,037
– – 0.13% 101
2026
Q2 		$1.55M Buy
61,037
+20,665
+51% +$525K 0.13% 105
2026
Q1 		$1.03M Buy
40,372
+3,919
+11% +$100K 0.1% 119
2025
Q4 		$926K Buy
+36,453
New +$925K 0.09% 123

Other funds holding IBMP

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

TRUE Private Wealth Advisors's IBMP Position: Q3 2026 in Review

TRUE Private Wealth Advisors held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q3 2026 at 61,037 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #101.

TRUE Private Wealth Advisors first reported a position in IBMP in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.55M in Q2 2026. 127 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • TRUE Private Wealth Advisors held 61,037 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.54M as of Q3 2026.
  • TRUE Private Wealth Advisors left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.13% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #101 holding.
  • TRUE Private Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • TRUE Private Wealth Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.55M in Q2 2026.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.