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

Glenview 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	$2.42M	Buy	95,174 +5,025	+6%	+$128K	0.03%	223
2026 Q1	$2.29M	Buy	90,149 +7,812	+9%	+$199K	0.04%	220
2025 Q4	$2.09M	Sell	82,337 -987	-1%	-$25.1K	0.03%	223
2025 Q3	$2.12M	Hold	83,324	–	–	0.03%	222
2025 Q2	$2.11M	Hold	83,324	–	–	0.04%	213
2025 Q1	$2.11M	Hold	83,324	–	–	0.04%	208
2024 Q4	$2.09M	Buy	83,324 +9,401	+13%	+$238K	0.04%	200
2024 Q3	$1.88M	Hold	73,923	–	–	0.04%	213
2024 Q2	$1.85M	Buy	73,923 +20,896	+39%	+$522K	0.04%	209
2024 Q1	$1.33M	Buy	53,027 +27,662	+109%	+$699K	0.03%	232
2023 Q4	$645K	Buy	+25,365	New	+$630K	0.02%	301

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

Glenview Trust's IBMP Position: Q2 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 5.6% in Q2 2026, buying an estimated $128K and bringing the position to 95,174 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #223.

Glenview Trust first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Glenview Trust held 95,174 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.42M as of Q2 2026.
Glenview Trust bought 5,025 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $128K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.03% of Glenview Trust's portfolio in Q2 2026, its #223 holding.
Glenview Trust first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.