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
Q2 		$4.06M Buy
157,299
+45,498
+41% +$1.17M ﹤0.01% 3717
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America's IBMT Position: Q2 2026 in Review

Bank of America increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 41% in Q2 2026, buying an estimated $1.17M and bringing the position to 157,299 shares worth $4.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3717.

Bank of America first reported a position in IBMT in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Bank of America held 157,299 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $4.06M as of Q2 2026.
  • Bank of America bought 45,498 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $1.17M.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3717 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 3 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.