Woodmont Investment Counsel’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Woodmont Investment Counsel’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	$555K	Sell	21,829 -15,913	-42%	-$404K	0.03%	185
2026 Q1	$960K	Sell	37,742 -11,377	-23%	-$290K	0.06%	136
2025 Q4	$1.25M	Sell	49,119 -11,017	-18%	-$280K	0.08%	123
2025 Q3	$1.53M	Sell	60,136 -17,454	-22%	-$444K	0.1%	110
2025 Q2	$1.97M	Buy	77,590 +6,275	+9%	+$158K	0.13%	109
2025 Q1	$1.8M	Hold	71,315	–	–	0.13%	109
2024 Q4	$1.79M	Buy	71,315 +4,408	+7%	+$111K	0.13%	106
2024 Q3	$1.7M	Buy	66,907 +10,940	+20%	+$277K	0.13%	107
2024 Q2	$1.4M	Buy	55,967 +6,183	+12%	+$154K	0.11%	112
2024 Q1	$1.25M	Buy	49,784 +284	+0.6%	+$7.18K	0.11%	126
2023 Q4	$1.26M	Sell	49,500 -2,000	-4%	-$49.7K	0.12%	116
2023 Q3	$1.26M	Buy	51,500 +5,500	+12%	+$137K	0.13%	112
2023 Q2	$1.15M	Buy	46,000 +3,000	+7%	+$75.5K	0.12%	121
2023 Q1	$1.09M	Hold	43,000	–	–	0.12%	125
2022 Q4	$1.08M	Hold	43,000	–	–	0.12%	122
2022 Q3	$1.05M	Buy	43,000 +4,000	+10%	+$101K	0.13%	123
2022 Q2	$982K	Buy	39,000 +2,525	+7%	+$63.2K	0.12%	128
2022 Q1	$928K	Buy	+36,475	New	+$955K	0.11%	140

Other funds holding IBMP

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

LIM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

QFA

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

Woodmont Investment Counsel's IBMP Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 42% in Q2 2026, selling an estimated $404K and leaving 21,829 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #185.

Woodmont Investment Counsel first reported a position in IBMP in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.97M in Q2 2025. 83 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Woodmont Investment Counsel held 21,829 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $555K as of Q2 2026.
Woodmont Investment Counsel sold 15,913 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $404K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.03% of Woodmont Investment Counsel's portfolio in Q2 2026, its #185 holding.
Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
Woodmont Investment Counsel's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $1.97M in Q2 2025.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.