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Wick Capital Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Wick Capital Partners’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 		– Sell
-124,430
Closed -$3.17M – 271
2026
Q1 		$3.17M Buy
124,430
+18,017
+17% +$459K 0.58% 27
2025
Q4 		$2.7M Buy
106,413
+90,072
+551% +$2.29M 0.48% 33
2025
Q3 		$416K Buy
+16,341
New +$416K 0.1% 85

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

Wick Capital Partners's IBMP Position: Q2 2026 in Review

Wick Capital Partners sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026, closing a stake of 124,430 shares — an estimated $3.17M sold.

Wick Capital Partners first reported a position in IBMP in Q3 2025 and held it in 3 quarters. The position peaked at $3.17M in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Wick Capital Partners reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wick Capital Partners sold 124,430 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $3.17M.
  • Wick Capital Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2025 and held it in 3 quarters.
  • Wick Capital Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $3.17M 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 Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.