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IBMV

Addison Advisors’s iShares iBonds Dec 2033 Term Muni Bond ETF IBMV Stock Holding History

Addison Advisors’s Portfolio IBMV Stock Details IBMV 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% 316

Other funds holding IBMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Addison Advisors's IBMV Position: Q2 2026 in Review

Addison Advisors opened a new position in iShares iBonds Dec 2033 Term Muni Bond ETF (IBMV) in Q2 2026: 1,015 shares worth $25.8K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings.

6 funds tracked by Wall St. Rank hold IBMV as of Q2 2026.

  • Addison Advisors held 1,015 shares of iShares iBonds Dec 2033 Term Muni Bond ETF worth $25.8K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Muni Bond ETF was a new Addison Advisors position in Q2 2026.
  • iShares iBonds Dec 2033 Term Muni Bond ETF made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #316 holding.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Muni Bond ETF as of Q2 2026.

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