First National Trust’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

First National Trust’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	$730K	Buy	28,726 +2,851	+11%	+$72.4K	0.02%	249
2026 Q1	$658K	Sell	25,875 -922	-3%	-$23.5K	0.02%	281
2025 Q4	$680K	Buy	26,797 +17,973	+204%	+$456K	0.02%	274
2025 Q3	$225K	Buy	8,824 +505	+6%	+$12.8K	0.01%	371
2025 Q2	$211K	Buy	+8,319	New	+$210K	0.01%	371

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

First National Trust's IBMP Position: Q2 2026 in Review

First National Trust increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 11% in Q2 2026, buying an estimated $72.4K and bringing the position to 28,726 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #249.

First National Trust first reported a position in IBMP in Q2 2025 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

First National Trust held 28,726 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $730K as of Q2 2026.
First National Trust bought 2,851 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $72.4K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of First National Trust's portfolio in Q2 2026, its #249 holding.
First National Trust first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.