WealthBridge Capital Management
IBMP icon

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
Q3 		$416K Sell
16,475
-188
-1% -$4.77K 0.08% 168
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 		$278K 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

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 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
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sonata Capital Group
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WealthBridge Capital Management's IBMP Position: Q3 2026 in Review

WealthBridge Capital Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.1% in Q3 2026, selling an estimated $4.77K and leaving 16,475 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #168.

WealthBridge Capital Management first reported a position in IBMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $424K in Q2 2026. 65 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • WealthBridge Capital Management held 16,475 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $416K as of Q3 2026.
  • WealthBridge Capital Management sold 188 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $4.77K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.08% of WealthBridge Capital Management's portfolio in Q3 2026, its #168 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 15 quarters since.
  • WealthBridge Capital Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $424K in Q2 2026.
  • 65 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.