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 Q2	$241K	Hold	9,500	–	–	0.07%	121
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 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

Cora Capital Advisors's IBMP Position: Q2 2026 in Review

Cora Capital Advisors held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 9,500 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #121.

Cora Capital Advisors first reported a position in IBMP in Q1 2023 and has held it in 14 quarters since. The position peaked at $306K in Q1 2023. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Cora Capital Advisors held 9,500 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $241K as of Q2 2026.
Cora Capital Advisors 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 0.07% of Cora Capital Advisors's portfolio in Q2 2026, its #121 holding.
Cora Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
Cora Capital Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $306K in Q1 2023.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.