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Spinnaker Trust’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Spinnaker Trust’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 		$1.9M Buy
74,784
+6,679
+10% +$170K 0.11% 118
2025
Q4 		$1.73M Buy
68,105
+2,819
+4% +$71.5K 0.09% 115
2025
Q3 		$1.66M Buy
65,286
+6,586
+11% +$168K 0.09% 117
2025
Q2 		$1.49M Buy
58,700
+2,650
+5% +$66.8K 0.09% 120
2025
Q1 		$1.42M Buy
56,050
+9,560
+21% +$241K 0.09% 120
2024
Q4 		$1.17M Buy
46,490
+16,385
+54% +$414K 0.07% 130
2024
Q3 		$766K Buy
30,105
+1,905
+7% +$48.2K 0.05% 166
2024
Q2 		$705K Buy
28,200
+1,203
+4% +$30.1K 0.05% 170
2024
Q1 		$680K Buy
26,997
+17,774
+193% +$449K 0.04% 171
2023
Q4 		$234K Buy
+9,223
New +$229K 0.02% 256

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return