Rossmore Private Capital’s iShares iBonds Dec 2032 Term Muni Bond ETF IBMU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$327K	Buy	+12,860	New	+$326K	0.03%	257

Other funds holding IBMU

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Rossmore Private Capital opened a new position in iShares iBonds Dec 2032 Term Muni Bond ETF (IBMU) in Q2 2026: 12,860 shares worth $327K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings.

11 funds tracked by Wall St. Rank hold IBMU as of Q2 2026.

Rossmore Private Capital held 12,860 shares of iShares iBonds Dec 2032 Term Muni Bond ETF worth $327K as of Q2 2026.
iShares iBonds Dec 2032 Term Muni Bond ETF was a new Rossmore Private Capital position in Q2 2026.
iShares iBonds Dec 2032 Term Muni Bond ETF made up 0.03% of Rossmore Private Capital's portfolio in Q2 2026, its #257 holding.
11 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Muni Bond ETF as of Q2 2026.

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