Addison Advisors’s iShares iBonds Dec 2032 Term Muni Bond ETF IBMU Stock Holding History

Addison Advisors’s Portfolio IBMU Stock Details IBMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.8K	Buy	+1,015	New	+$25.7K	0.01%	315

Other funds holding IBMU

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

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

Addison Advisors's IBMU Position: Q2 2026 in Review

Addison Advisors opened a new position in iShares iBonds Dec 2032 Term Muni Bond ETF (IBMU) in Q2 2026: 1,015 shares worth $25.8K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings.

16 funds tracked by Wall St. Rank hold IBMU as of Q2 2026.

Addison Advisors held 1,015 shares of iShares iBonds Dec 2032 Term Muni Bond ETF worth $25.8K as of Q2 2026.
iShares iBonds Dec 2032 Term Muni Bond ETF was a new Addison Advisors position in Q2 2026.
iShares iBonds Dec 2032 Term Muni Bond ETF made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #315 holding.
16 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Muni Bond ETF as of Q2 2026.

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