Addison Advisors’s iShares iBonds Dec 2035 Term Muni Bond ETF IBMX Stock Holding History

Addison Advisors’s Portfolio IBMX Stock Details IBMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38.4K	Buy	+1,650	New	+$40.2K	0.02%	293

Other funds holding IBMX

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Addison Advisors's IBMX Position: Q3 2026 in Review

Addison Advisors opened a new position in iShares iBonds Dec 2035 Term Muni Bond ETF (IBMX) in Q3 2026: 1,650 shares worth $38.4K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings.

4 funds tracked by Wall St. Rank hold IBMX as of Q3 2026.

Addison Advisors held 1,650 shares of iShares iBonds Dec 2035 Term Muni Bond ETF worth $38.4K as of Q3 2026.
iShares iBonds Dec 2035 Term Muni Bond ETF was a new Addison Advisors position in Q3 2026.
iShares iBonds Dec 2035 Term Muni Bond ETF made up 0.02% of Addison Advisors's portfolio in Q3 2026, its #293 holding.
4 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Muni Bond ETF as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.