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Coastline Trust’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Coastline Trust’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.2K Hold
1,918
– – ﹤0.01% 286
2026
Q1 		$49.2K Hold
1,918
– – ﹤0.01% 283
2025
Q4 		$49.2K Hold
1,918
– – ﹤0.01% 282
2025
Q3 		$49.2K Hold
1,918
– – 0.01% 272
2025
Q2 		$49.1K Hold
1,918
– – 0.01% 271
2025
Q1 		$49K Buy
1,918
+1,078
+128% +$27.5K 0.01% 268
2024
Q4 		$21.4K Hold
840
– – ﹤0.01% 320
2024
Q3 		$21.6K Buy
+840
New +$21.4K ﹤0.01% 331

Other funds holding IBMO

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
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Coastline Trust's IBMO Position: Q2 2026 in Review

Coastline Trust held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 1,918 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Coastline Trust first reported a position in IBMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $49.2K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Coastline Trust held 1,918 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $49.2K as of Q2 2026.
  • Coastline Trust left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Coastline Trust's portfolio in Q2 2026, its #286 holding.
  • Coastline Trust first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Coastline Trust's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $49.2K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.