WJ Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

WJ Wealth 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	$767K	Hold	30,182	–	–	0.3%	50
2026 Q1	$768K	Buy	30,182 +1,200	+4%	+$30.6K	0.36%	41
2025 Q4	$736K	Sell	28,982 -1,176	-4%	-$29.8K	0.32%	42
2025 Q3	$765K	Sell	30,158 -22,675	-43%	-$577K	0.34%	39
2025 Q2	$1.34M	Buy	52,833 +14,000	+36%	+$353K	0.42%	40
2025 Q1	$982K	Sell	38,833 -16,600	-30%	-$419K	0.35%	43
2024 Q4	$1.39M	Hold	55,433	–	–	0.48%	33
2024 Q3	$1.41M	Buy	+55,433	New	+$1.4M	0.5%	29
2024 Q2	–	Sell	-18,900	Closed	-$476K	–	79
2024 Q1	$476K	Buy	+18,900	New	+$478K	0.19%	56

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WJ Wealth Management's IBMP Position: Q2 2026 in Review

WJ Wealth Management held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 30,182 shares worth $767K. The position accounts for 0.3% of the portfolio, ranked #50.

WJ Wealth Management first reported a position in IBMP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q3 2024. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

WJ Wealth Management held 30,182 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $767K as of Q2 2026.
WJ Wealth Management 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 0.3% of WJ Wealth Management's portfolio in Q2 2026, its #50 holding.
WJ Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
WJ Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.41M in Q3 2024.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.