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

Coastline 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	$120K	Hold	4,716	–	–	0.01%	230
2026 Q1	$120K	Hold	4,716	–	–	0.01%	229
2025 Q4	$120K	Hold	4,716	–	–	0.01%	225
2025 Q3	$120K	Hold	4,716	–	–	0.01%	215
2025 Q2	$120K	Hold	4,716	–	–	0.01%	221
2025 Q1	$119K	Buy	4,716 +3,873	+459%	+$97.8K	0.01%	218
2024 Q4	$21.2K	Hold	843	–	–	﹤0.01%	321
2024 Q3	$21.5K	Buy	+843	New	+$21.3K	﹤0.01%	332

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 $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors 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

Coastline Trust's IBMP Position: Q2 2026 in Review

Coastline Trust held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 4,716 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #230.

Coastline Trust first reported a position in IBMP in Q3 2024 and has held it in 8 quarters since. The position peaked at $120K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Coastline Trust held 4,716 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $120K as of Q2 2026.
Coastline 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 Coastline Trust's portfolio in Q2 2026, its #230 holding.
Coastline 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.
Coastline Trust's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $120K 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 Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.