Godshalk Welsh Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Godshalk Welsh Capital Management’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	$1.08M	Buy	42,500 +6,200	+17%	+$158K	0.63%	59
2025 Q4	$922K	Buy	36,300 +4,000	+12%	+$102K	0.53%	62
2025 Q3	$823K	Buy	32,300 +4,550	+16%	+$116K	0.47%	67
2025 Q2	$703K	Buy	27,750 +14,500	+109%	+$365K	0.43%	70
2025 Q1	$335K	Buy	+13,250	New	+$334K	0.22%	99

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

Godshalk Welsh Capital Management's IBMP Position: Q1 2026 in Review

Godshalk Welsh Capital Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 17% in Q1 2026, buying an estimated $158K and bringing the position to 42,500 shares worth $1.08M. The position accounts for 0.63% of the portfolio, ranked #59.

Godshalk Welsh Capital Management first reported a position in IBMP in Q1 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

Godshalk Welsh Capital Management held 42,500 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.08M as of Q1 2026.
Godshalk Welsh Capital Management bought 6,200 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $158K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.63% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #59 holding.
Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.