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Compton Wealth Advisory Group’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Compton Wealth Advisory Group’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 		$294K Buy
+11,869
New +$302K 0.06% 87

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CLA (CliftonLarsonAllen) Wealth Advisors
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HSG
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Compton Wealth Advisory Group's IBMT Position: Q3 2026 in Review

Compton Wealth Advisory Group opened a new position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q3 2026: 11,869 shares worth $294K. The stake represents 0.06% of the portfolio and ranks #87 among its holdings.

9 funds tracked by Wall St. Rank hold IBMT as of Q3 2026.

  • Compton Wealth Advisory Group held 11,869 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $294K as of Q3 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF was a new Compton Wealth Advisory Group position in Q3 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.06% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #87 holding.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.