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

Trust Company’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	$301K	Hold	11,841	–	–	0.03%	140
2026 Q1	$301K	Sell	11,841 -1,948	-14%	-$49.6K	0.03%	147
2025 Q4	$350K	Buy	13,789 +1	+0%	+$25	0.03%	139
2025 Q3	$351K	Hold	13,788	–	–	0.04%	110
2025 Q2	$350K	Sell	13,788 -1	-0%	-$25	0.04%	109
2025 Q1	$349K	Buy	13,789 +3,955	+40%	+$99.8K	0.04%	112
2024 Q4	$247K	Buy	+9,834	New	+$249K	0.03%	129

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trust Company's IBMP Position: Q2 2026 in Review

Trust Company held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 11,841 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #140.

Trust Company first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Trust Company held 11,841 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $301K as of Q2 2026.
Trust Company left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.03% of Trust Company's portfolio in Q2 2026, its #140 holding.
Trust Company first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Trust Company's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $351K in Q3 2025.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.