Rossmore Private Capital’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Rossmore Private Capital’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Buy	45,940 +1,963	+4%	+$50.1K	0.1%	144
2026 Q1	$1.12M	Buy	43,977 +10,148	+30%	+$260K	0.1%	132
2025 Q4	$865K	Buy	33,829 +15,942	+89%	+$407K	0.08%	155
2025 Q3	$459K	Buy	17,887 +4,000	+29%	+$102K	0.05%	191
2025 Q2	$353K	Buy	+13,887	New	+$350K	0.04%	208

Other funds holding IBMQ

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Rossmore Private Capital's IBMQ Position: Q2 2026 in Review

Rossmore Private Capital increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4.5% in Q2 2026, buying an estimated $50.1K and bringing the position to 45,940 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #144.

Rossmore Private Capital first reported a position in IBMQ in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Rossmore Private Capital held 45,940 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.18M as of Q2 2026.
Rossmore Private Capital bought 1,963 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $50.1K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.1% of Rossmore Private Capital's portfolio in Q2 2026, its #144 holding.
Rossmore Private Capital first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.