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

WealthBridge 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 		$424K Buy
16,663
+372
+2% +$9.44K 0.08% 161
2026
Q1 		$414K Buy
16,291
+1,131
+7% +$28.8K 0.1% 142
2025
Q4 		$385K Buy
15,160
+761
+5% +$19.3K 0.09% 143
2025
Q3 		$367K Buy
14,399
+256
+2% +$6.51K 0.09% 152
2025
Q2 		$359K Buy
14,143
+778
+6% +$19.6K 0.09% 150
2025
Q1 		$338K Buy
13,365
+303
+2% +$7.65K 0.1% 144
2024
Q4 		$328K Buy
13,062
+1,479
+13% +$37.4K 0.09% 142
2024
Q3 		$295K Buy
+11,583
New +$293K 0.08% 161
2024
Q2 		– Sell
-9,703
Closed -$244K – 191
2024
Q1 		$244K Sell
9,703
-129
-1% -$3.26K 0.08% 155
2023
Q4 		$250K Sell
9,832
-839
-8% -$20.8K 0.09% 143
2023
Q3 		$261K Sell
10,671
-440
-4% -$11K 0.11% 136
2023
Q2 		$279K Buy
11,111
+27
+0.2% +$680 0.11% 137
2023
Q1 		$282K Buy
11,084
+1,810
+20% +$45.8K 0.11% 150
2022
Q4 		$233K Buy
+9,274
New +$230K 0.1% 173

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

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

WealthBridge Capital Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.3% in Q2 2026, buying an estimated $9.44K and bringing the position to 16,663 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #161.

WealthBridge Capital Management first reported a position in IBMP in Q4 2022 and has held it in 14 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • WealthBridge Capital Management held 16,663 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $424K as of Q2 2026.
  • WealthBridge Capital Management bought 372 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $9.44K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.08% of WealthBridge Capital Management's portfolio in Q2 2026, its #161 holding.
  • WealthBridge Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.