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United Capital Financial Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

United Capital Financial 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
Q2 		$4.73M Buy
186,296
+15,810
+9% +$401K 0.03% 388
2026
Q1 		$4.33M Buy
170,486
+37,505
+28% +$955K 0.03% 383
2025
Q4 		$3.38M Buy
132,981
+11,580
+10% +$294K 0.02% 422
2025
Q3 		$3.09M Buy
121,401
+11,675
+11% +$297K 0.02% 373
2025
Q2 		$2.78M Sell
109,726
-266
-0.2% -$6.7K 0.02% 380
2025
Q1 		$2.78M Buy
109,992
+17,211
+19% +$434K 0.02% 362
2024
Q4 		$2.33M Buy
92,781
+6,442
+7% +$163K 0.02% 387
2024
Q3 		$2.2M Sell
86,339
-1,847
-2% -$46.7K 0.02% 397
2024
Q2 		$2.21M Sell
88,186
-5,930
-6% -$148K 0.02% 380
2024
Q1 		$2.37M Sell
94,116
-14,807
-14% -$374K 0.02% 397
2023
Q4 		$2.77M Sell
108,923
-13,012
-11% -$323K 0.02% 366
2023
Q3 		$2.98M Buy
121,935
+1,526
+1% +$38K 0.02% 372
2023
Q2 		$3.02M Sell
120,409
-4,988
-4% -$126K 0.02% 387
2023
Q1 		$3.19M Sell
125,397
-12,207
-9% -$309K 0.02% 382
2022
Q4 		$3.45M Buy
+137,604
New +$3.41M 0.02% 385

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 $1.27B AUM 11.08% 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

United Capital Financial Advisors's IBMP Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 9.3% in Q2 2026, buying an estimated $401K and bringing the position to 186,296 shares worth $4.73M. The position accounts for 0.03% of the portfolio, ranked #388.

United Capital Financial Advisors first reported a position in IBMP in Q4 2022 and has held it in 15 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • United Capital Financial Advisors held 186,296 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $4.73M as of Q2 2026.
  • United Capital Financial Advisors bought 15,810 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $401K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #388 holding.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.