Carnegie Investment Counsel’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Carnegie Investment Counsel’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	$206K	Buy	+8,000	New	+$206K	﹤0.01%	534

Other funds holding IBMT

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

EIP

Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 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

Carnegie Investment Counsel's IBMT Position: Q2 2026 in Review

Carnegie Investment Counsel opened a new position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q2 2026: 8,000 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings.

45 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

Carnegie Investment Counsel held 8,000 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $206K as of Q2 2026.
iShares iBonds Dec 2031 Term Muni Bond ETF was a new Carnegie Investment Counsel position in Q2 2026.
iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #534 holding.
45 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.