Rossmore Private Capital’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Rossmore Private Capital’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 Q3	$441K	Buy	17,477 +8,406	+93%	+$213K	0.03%	231
2026 Q2	$231K	Hold	9,071	–	–	0.02%	286
2026 Q1	$231K	Sell	9,071 -670	-7%	-$17.1K	0.02%	273
2025 Q4	$247K	Buy	9,741 +7,760	+392%	+$197K	0.02%	265
2025 Q3	$50.5K	Buy	+1,981	New	+$50.4K	0.01%	294

Other funds holding IBMP

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Rossmore Private Capital's IBMP Position: Q3 2026 in Review

Rossmore Private Capital increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 93% in Q3 2026, buying an estimated $213K and bringing the position to 17,477 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #231.

Rossmore Private Capital first reported a position in IBMP in Q3 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Rossmore Private Capital held 17,477 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $441K as of Q3 2026.
Rossmore Private Capital bought 8,406 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $213K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.03% of Rossmore Private Capital's portfolio in Q3 2026, its #231 holding.
Rossmore Private Capital first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2025 and has held it in 5 quarters since.
73 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Rossmore Private Capital's 13F filing for Q3 2026, filed 27 Oct 2026.