Focus Partners Wealth’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Focus Partners Wealth’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	$2.6M	Buy	+100,855	New	+$2.6M	﹤0.01%	1236

Other funds holding IBMT

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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

Focus Partners Wealth's IBMT Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q2 2026: 100,855 shares worth $2.6M. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings.

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

Focus Partners Wealth held 100,855 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $2.6M as of Q2 2026.
iShares iBonds Dec 2031 Term Muni Bond ETF was a new Focus Partners Wealth position in Q2 2026.
iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1236 holding.
63 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.