Focus Partners Wealth
IBMT icon

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
Q3 		$1.13M Sell
45,641
-55,214
-55% -$1.4M ﹤0.01% 1619
2026
Q2 		$2.6M Buy
+100,855
New +$2.6M ﹤0.01% 1236

Other funds holding IBMT

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Focus Partners Wealth's IBMT Position: Q3 2026 in Review

Focus Partners Wealth reduced its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 55% in Q3 2026, selling an estimated $1.4M and leaving 45,641 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Focus Partners Wealth first reported a position in IBMT in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.6M in Q2 2026. 59 funds tracked by Wall St. Rank hold IBMT as of Q3 2026.

  • Focus Partners Wealth held 45,641 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $1.13M as of Q3 2026.
  • Focus Partners Wealth sold 55,214 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q3 2026, an estimated $1.4M.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q3 2026, its #1619 holding.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Focus Partners Wealth's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $2.6M in Q2 2026.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.