Valley National Advisers’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-7,024	Closed	-$178K	–	904
2025 Q4	$178K	Buy	7,024 +58	+0.8%	+$1.47K	0.02%	249
2025 Q3	$177K	Buy	6,966 +43	+0.6%	+$1.09K	0.03%	244
2025 Q2	$175K	Buy	+6,923	New	+$174K	0.03%	245
2024 Q3	–	Sell	-5,763	Closed	-$144K	–	929
2024 Q2	$144K	Buy	5,763 +34	+0.6%	+$849	0.02%	261
2024 Q1	$144K	Buy	+5,729	New	+$145K	0.02%	270

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valley National Advisers's IBMP Position: Q1 2026 in Review

Valley National Advisers sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2026, closing a stake of 7,024 shares — an estimated $178K sold.

Valley National Advisers first reported a position in IBMP in Q1 2024 and held it in 5 quarters. The position peaked at $178K in Q4 2025. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

Valley National Advisers reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Valley National Advisers sold 7,024 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $178K.
Valley National Advisers first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2024 and held it in 5 quarters.
Valley National Advisers's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $178K in Q4 2025.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.