Barrett & Company’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Barrett & Company’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	$25.8K	Hold	1,000	–	–	0.01%	393
2026 Q1	$25.7K	Hold	1,000	–	–	0.01%	372
2025 Q4	$25.9K	Hold	1,000	–	–	0.01%	374
2025 Q3	$25.9K	Hold	1,000	–	–	0.01%	375
2025 Q2	$25.4K	Buy	+1,000	New	+$25K	0.01%	384

Other funds holding IBMT

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Barrett & Company's IBMT Position: Q2 2026 in Review

Barrett & Company held its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) position steady in Q2 2026 at 1,000 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #393.

Barrett & Company first reported a position in IBMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $25.9K in Q4 2025. 34 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

Barrett & Company held 1,000 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $25.8K as of Q2 2026.
Barrett & Company left its iShares iBonds Dec 2031 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #393 holding.
Barrett & Company first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Barrett & Company's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $25.9K in Q4 2025.
34 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.