CT
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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
Q3 		$49.2K Hold
1,918
– – ﹤0.01% 260
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

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
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Coastline Trust's IBMO Position: Q3 2026 in Review

Coastline Trust held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q3 2026 at 1,918 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Coastline Trust first reported a position in IBMO in Q3 2024 and has held it in 9 quarters since. The position peaked at $49.2K in Q3 2025. 14 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

  • Coastline Trust held 1,918 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $49.2K as of Q3 2026.
  • Coastline Trust left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #260 holding.
  • Coastline Trust first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Coastline Trust's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $49.2K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.