Cora Capital Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Cora Capital Advisors’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 Q1	$242K	Hold	9,500	–	–	0.08%	114
2025 Q4	$241K	Sell	9,500 -1,500	-14%	-$38.1K	0.09%	105
2025 Q3	$280K	Sell	11,000 -1,000	-8%	-$25.4K	0.12%	90
2025 Q2	$304K	Hold	12,000	–	–	0.14%	80
2025 Q1	$303K	Hold	12,000	–	–	0.15%	78
2024 Q4	$302K	Hold	12,000	–	–	0.15%	76
2024 Q3	$305K	Hold	12,000	–	–	0.15%	77
2024 Q2	$300K	Hold	12,000	–	–	0.15%	75
2024 Q1	$302K	Hold	12,000	–	–	0.16%	71
2023 Q4	$305K	Hold	12,000	–	–	0.18%	69
2023 Q3	$294K	Hold	12,000	–	–	0.2%	68
2023 Q2	$301K	Hold	12,000	–	–	0.2%	71
2023 Q1	$306K	Buy	+12,000	New	+$304K	0.23%	61

Other funds holding IBMP

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return