BFC Planning, Inc.’s iShares iBonds Dec 2035 Term Muni Bond ETF IBMX Stock Holding History

BFC Planning, Inc.’s Portfolio IBMX Stock Details IBMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$48.9K	Buy	+2,100	New	+$51.2K	﹤0.01%	1561

Other funds holding IBMX

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Elequin Capital New York $1.47B AUM 5.26% 1-Year Est. Return

Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $217M AUM 11.49% 1-Year Est. Return

BFC Planning, Inc.'s IBMX Position: Q3 2026 in Review

BFC Planning, Inc. opened a new position in iShares iBonds Dec 2035 Term Muni Bond ETF (IBMX) in Q3 2026: 2,100 shares worth $48.9K. The stake represents ﹤0.01% of the portfolio and ranks #1561 among its holdings.

7 funds tracked by Wall St. Rank hold IBMX as of Q3 2026.

BFC Planning, Inc. held 2,100 shares of iShares iBonds Dec 2035 Term Muni Bond ETF worth $48.9K as of Q3 2026.
iShares iBonds Dec 2035 Term Muni Bond ETF was a new BFC Planning, Inc. position in Q3 2026.
iShares iBonds Dec 2035 Term Muni Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1561 holding.
7 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Muni Bond ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.