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Cove Private Wealth’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Cove Private Wealth’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 		$559K Buy
+22,000
New +$558K 0.11% 138

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Cove Private Wealth's IBMP Position: Q2 2026 in Review

Cove Private Wealth opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2026: 22,000 shares worth $559K. The stake represents 0.11% of the portfolio and ranks #138 among its holdings.

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

  • Cove Private Wealth held 22,000 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $559K as of Q2 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new Cove Private Wealth position in Q2 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.11% of Cove Private Wealth's portfolio in Q2 2026, its #138 holding.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.