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Cascade Investment Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Cascade Investment Group’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 		$373K Buy
+14,793
New +$375K 0.21% 110

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Cascade Investment Group's IBMP Position: Q3 2026 in Review

Cascade Investment Group opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026: 14,793 shares worth $373K. The stake represents 0.21% of the portfolio and ranks #110 among its holdings.

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

  • Cascade Investment Group held 14,793 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $373K as of Q3 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new Cascade Investment Group position in Q3 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.21% of Cascade Investment Group's portfolio in Q3 2026, its #110 holding.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Cascade Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.