Baring Financial’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Baring Financial’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	$280K	Buy	+11,076	New	+$281K	0.15%	68

Other funds holding IBMP

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Baring Financial's IBMP Position: Q3 2026 in Review

Baring Financial opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026: 11,076 shares worth $280K. The stake represents 0.15% of the portfolio and ranks #68 among its holdings.

12 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Baring Financial held 11,076 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $280K as of Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new Baring Financial position in Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.15% of Baring Financial's portfolio in Q3 2026, its #68 holding.
12 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.