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Community Financial Services Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Community Financial Services 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
Q2 		$54.9K Buy
+2,167
New +$55K 0.01% 228

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Community Financial Services Group's IBMP Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026: 2,167 shares worth $54.9K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings.

42 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Community Financial Services Group held 2,167 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $54.9K as of Q2 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #228 holding.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.