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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
Q2 		$2.15M Buy
84,490
+9,706
+13% +$246K 0.1% 113
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 $1.55T 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 $104B AUM 28.3% 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

Spinnaker Trust's IBMP Position: Q2 2026 in Review

Spinnaker Trust increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 13% in Q2 2026, buying an estimated $246K and bringing the position to 84,490 shares worth $2.15M. The position accounts for 0.1% of the portfolio, ranked #113.

Spinnaker Trust first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Spinnaker Trust held 84,490 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.15M as of Q2 2026.
  • Spinnaker Trust bought 9,706 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $246K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.1% of Spinnaker Trust's portfolio in Q2 2026, its #113 holding.
  • Spinnaker Trust first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Spinnaker Trust's 13F filing for Q2 2026, filed 3 Aug 2026.