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 Q3	$84.4K	Buy	3,352 +1,185	+55%	+$30K	0.01%	188
2026 Q2	$54.9K	Buy	+2,167	New	+$55K	0.01%	228

Other funds holding IBMP

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Community Financial Services Group's IBMP Position: Q3 2026 in Review

Community Financial Services Group increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 55% in Q3 2026, buying an estimated $30K and bringing the position to 3,352 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #188.

Community Financial Services Group first reported a position in IBMP in Q2 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Community Financial Services Group held 3,352 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $84.4K as of Q3 2026.
Community Financial Services Group bought 1,185 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $30K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Community Financial Services Group's portfolio in Q3 2026, its #188 holding.
Community Financial Services Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
89 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.