AssetMark Inc
IBMT icon

AssetMark Inc’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

AssetMark Inc’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
Q3 		$2.56M Buy
103,666
+20,968
+25% +$533K ﹤0.01% 887
2026
Q2 		$2.13M Buy
+82,698
New +$2.13M ﹤0.01% 938

Other funds holding IBMT

PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GC Wealth Management RIA
GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

AssetMark Inc's IBMT Position: Q3 2026 in Review

AssetMark Inc increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 25% in Q3 2026, buying an estimated $533K and bringing the position to 103,666 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #887.

AssetMark Inc first reported a position in IBMT in Q2 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold IBMT as of Q3 2026.

  • AssetMark Inc held 103,666 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $2.56M as of Q3 2026.
  • AssetMark Inc bought 20,968 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q3 2026, an estimated $533K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #887 holding.
  • AssetMark Inc first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.