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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First National Trust's IBMP Position: Q1 2026 in Review

First National Trust reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 3.4% in Q1 2026, selling an estimated $23.5K and leaving 25,875 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #281.

First National Trust first reported a position in IBMP in Q2 2025 and has held it in 4 quarters since. The position peaked at $680K in Q4 2025. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

First National Trust held 25,875 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $658K as of Q1 2026.
First National Trust sold 922 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $23.5K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of First National Trust's portfolio in Q1 2026, its #281 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 4 quarters since.
First National Trust's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $680K in Q4 2025.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.