KCA
IBMP icon

Kastel Capital Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Kastel Capital Advisors’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 		$1.91M Buy
74,959
+76
+0.1% +$1.93K 1.21% 21
2026
Q1 		$1.9M Hold
74,883
– – 1.17% 23
2025
Q4 		$1.9M Buy
+74,883
New +$1.9M 1.17% 23

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kastel Capital Advisors's IBMP Position: Q2 2026 in Review

Kastel Capital Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.1% in Q2 2026, buying an estimated $1.93K and bringing the position to 74,959 shares worth $1.91M. The position accounts for 1.21% of the portfolio, ranked #21.

Kastel Capital Advisors first reported a position in IBMP in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Kastel Capital Advisors held 74,959 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.91M as of Q2 2026.
  • Kastel Capital Advisors bought 76 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $1.93K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 1.21% of Kastel Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Kastel Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Kastel Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.