Wells Fargo
IBMP icon

Wells Fargo’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Wells Fargo’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 		$27M Buy
1,062,105
+20,438
+2% +$519K ﹤0.01% 1418
2026
Q1 		$26.5M Sell
1,041,667
-39,767
-4% -$1.01M 0.01% 1323
2025
Q4 		$27.5M Buy
1,081,434
+16,025
+2% +$407K 0.01% 1279
2025
Q3 		$27.1M Buy
1,065,409
+92,135
+9% +$2.34M 0.01% 1281
2025
Q2 		$24.7M Buy
973,274
+218,307
+29% +$5.5M 0.01% 1262
2025
Q1 		$19.1M Sell
754,967
-168,707
-18% -$4.26M ﹤0.01% 1372
2024
Q4 		$23.2M Buy
923,674
+87,459
+10% +$2.21M 0.01% 1257
2024
Q3 		$21.3M Buy
836,215
+71,839
+9% +$1.82M ﹤0.01% 1262
2024
Q2 		$19.1M Buy
764,376
+28,739
+4% +$718K ﹤0.01% 1269
2024
Q1 		$18.5M Buy
735,637
+58,556
+9% +$1.48M ﹤0.01% 1283
2023
Q4 		$17.2M Buy
677,081
+45,091
+7% +$1.12M ﹤0.01% 1288
2023
Q3 		$15.5M Buy
631,990
+152,721
+32% +$3.8M ﹤0.01% 1261
2023
Q2 		$12M Sell
479,269
-11,401
-2% -$287K ﹤0.01% 1467
2023
Q1 		$12.5M Buy
490,670
+55,448
+13% +$1.4M ﹤0.01% 1439
2022
Q4 		$10.9M Buy
435,222
+135,518
+45% +$3.35M ﹤0.01% 1484
2022
Q3 		$7.31M Buy
299,704
+93,960
+46% +$2.37M ﹤0.01% 1734
2022
Q2 		$5.18M Buy
205,744
+12,198
+6% +$305K ﹤0.01% 2081
2022
Q1 		$4.92M Buy
193,546
+7,630
+4% +$200K ﹤0.01% 2468
2021
Q4 		$5.03M Buy
185,916
+87,488
+89% +$2.36M ﹤0.01% 2571
2021
Q3 		$2.66M Buy
98,428
+5,739
+6% +$156K ﹤0.01% 3428
2021
Q2 		$2.52M Sell
92,689
-1,501
-2% -$40.7K ﹤0.01% 3483
2021
Q1 		$2.54M Buy
94,190
+689
+0.7% +$18.7K ﹤0.01% 3484
2020
Q4 		$2.55M Buy
93,501
+9,955
+12% +$270K ﹤0.01% 3310
2020
Q3 		$2.26M Buy
83,546
+33,853
+68% +$918K ﹤0.01% 3213
2020
Q2 		$1.33M Buy
49,693
+26,621
+115% +$702K ﹤0.01% 3588
2020
Q1 		$600K Sell
23,072
-28,839
-56% -$754K ﹤0.01% 3906
2019
Q4 		$1.35M Buy
51,911
+32,387
+166% +$841K ﹤0.01% 3645
2019
Q3 		$508K Buy
19,524
+17,636
+934% +$459K ﹤0.01% 4367
2019
Q2 		$48K Buy
+1,888
New +$48K ﹤0.01% 5563

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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo's IBMP Position: Q2 2026 in Review

Wells Fargo increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2% in Q2 2026, buying an estimated $519K and bringing the position to 1,062,105 shares worth $27M. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Wells Fargo first reported a position in IBMP in Q2 2019 and has held it in 29 quarters since. The position peaked at $27.5M in Q4 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Wells Fargo held 1,062,105 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $27M as of Q2 2026.
  • Wells Fargo bought 20,438 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $519K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1418 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Wells Fargo's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $27.5M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.