Titleist Asset Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Titleist Asset Management’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	$2.51M	Sell	99,456 -1,576	-2%	-$40K	0.16%	119
2026 Q2	$2.57M	Buy	+101,032	New	+$2.56M	0.17%	116

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

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Titleist Asset Management's IBMP Position: Q3 2026 in Review

Titleist Asset Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.6% in Q3 2026, selling an estimated $40K and leaving 99,456 shares worth $2.51M. The position accounts for 0.16% of the portfolio, ranked #119.

Titleist Asset Management first reported a position in IBMP in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.57M in Q2 2026. 65 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Titleist Asset Management held 99,456 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.51M as of Q3 2026.
Titleist Asset Management sold 1,576 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $40K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.16% of Titleist Asset Management's portfolio in Q3 2026, its #119 holding.
Titleist Asset Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
Titleist Asset Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $2.57M in Q2 2026.
65 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.