Addison Advisors’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Addison Advisors’s Portfolio IBMT Stock Details IBMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131K	Buy	5,070 +1,865	+58%	+$48K	0.06%	152
2026 Q1	$82.3K	Hold	3,205	–	–	0.02%	349
2025 Q4	$83.2K	Hold	3,205	–	–	0.02%	338
2025 Q3	$83K	Buy	3,205 +2,200	+219%	+$56.3K	0.02%	343
2025 Q2	$25.5K	Buy	+1,005	New	+$25.2K	0.01%	504

Other funds holding IBMT

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

PWM

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

QFA

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Addison Advisors's IBMT Position: Q2 2026 in Review

Addison Advisors increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 58% in Q2 2026, buying an estimated $48K and bringing the position to 5,070 shares worth $131K. The position accounts for 0.06% of the portfolio, ranked #152.

Addison Advisors first reported a position in IBMT in Q2 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

Addison Advisors held 5,070 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $131K as of Q2 2026.
Addison Advisors bought 1,865 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $48K.
iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.06% of Addison Advisors's portfolio in Q2 2026, its #152 holding.
Addison Advisors first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.