Bank of America
IBMT

Bank of America’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Bank of America’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
Q1 		$2.87M Buy
111,801
+57,675
+107% +$1.51M ﹤0.01% 3859
2025
Q4 		$1.4M Buy
+54,126
New +$1.4M ﹤0.01% 4314

Other funds holding IBMT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America's IBMT Position: Q1 2026 in Review

Bank of America increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 107% in Q1 2026, buying an estimated $1.51M and bringing the position to 111,801 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #3859.

Bank of America first reported a position in IBMT in Q4 2025 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • Bank of America held 111,801 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $2.87M as of Q1 2026.
  • Bank of America bought 57,675 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q1 2026, an estimated $1.51M.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3859 holding.
  • Bank of America first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.