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VisionPoint Advisory Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

VisionPoint Advisory Group’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 		$327K Hold
12,879
– – 0.05% 339
2026
Q1 		$328K Buy
+12,879
New +$328K 0.06% 311

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

VisionPoint Advisory Group's IBMP Position: Q2 2026 in Review

VisionPoint Advisory Group held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 12,879 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #339.

VisionPoint Advisory Group first reported a position in IBMP in Q1 2026 and has held it in 2 quarters since. The position peaked at $328K in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • VisionPoint Advisory Group held 12,879 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $327K as of Q2 2026.
  • VisionPoint Advisory Group left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #339 holding.
  • VisionPoint Advisory Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • VisionPoint Advisory Group's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $328K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.