EC
IBMT

Elequin Capital’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Elequin Capital’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 		– Sell
-45,439
Closed -$1.18M – 740
2025
Q4 		$1.18M Buy
+45,439
New +$1.18M 0.09% 59

Other funds holding IBMT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.85B AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

Elequin Capital's IBMT Position: Q1 2026 in Review

Elequin Capital sold out of iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q1 2026, closing a stake of 45,439 shares — an estimated $1.18M sold.

Elequin Capital first reported a position in IBMT in Q4 2025 and held it in 1 quarter. The position peaked at $1.18M in Q4 2025. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • Elequin Capital reported no remaining iShares iBonds Dec 2031 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Elequin Capital sold 45,439 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q1 2026, an estimated $1.18M.
  • Elequin Capital first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • Elequin Capital's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $1.18M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

Based on Elequin Capital's 13F filing for Q1 2026, filed 11 May 2026.