Carnegie Investment Counsel’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Carnegie Investment Counsel’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	$269K	Buy	10,600 +1,800	+20%	+$45.7K	0.01%	495
2026 Q1	$224K	Buy	+8,800	New	+$224K	﹤0.01%	527
2023 Q2	–	Sell	-8,200	Closed	-$209K	–	503
2023 Q1	$209K	Sell	8,200 -190	-2%	-$4.81K	0.01%	486
2022 Q4	$210K	Buy	+8,390	New	+$208K	0.01%	483

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 $1.27B AUM 11.08% 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

Carnegie Investment Counsel's IBMP Position: Q2 2026 in Review

Carnegie Investment Counsel increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 20% in Q2 2026, buying an estimated $45.7K and bringing the position to 10,600 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #495.

Carnegie Investment Counsel first reported a position in IBMP in Q4 2022 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Carnegie Investment Counsel held 10,600 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $269K as of Q2 2026.
Carnegie Investment Counsel bought 1,800 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $45.7K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #495 holding.
Carnegie Investment Counsel first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2022 and has held it in 4 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.