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Caldwell Trust’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Caldwell Trust’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 		$1.12K Hold
44
– – ﹤0.01% 786
2026
Q1 		$1.12K Hold
44
– – ﹤0.01% 768
2025
Q4 		$1.12K Hold
44
– – ﹤0.01% 740
2025
Q3 		$1.12K Hold
44
– – ﹤0.01% 733
2025
Q2 		$1.11K Hold
44
– – ﹤0.01% 728
2025
Q1 		$1.11K Hold
44
– – ﹤0.01% 733
2024
Q4 		$1.11K Hold
44
– – ﹤0.01% 693
2024
Q3 		$1.12K Buy
+44
New +$1.11K ﹤0.01% 685

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

Caldwell Trust's IBMP Position: Q2 2026 in Review

Caldwell Trust held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 44 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Caldwell Trust first reported a position in IBMP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Caldwell Trust held 44 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.12K as of Q2 2026.
  • Caldwell Trust 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 ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #786 holding.
  • Caldwell Trust first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Caldwell Trust's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.12K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.