Godshalk Welsh Capital Management’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Godshalk Welsh Capital Management’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	$542K	Buy	21,000 +4,000	+24%	+$103K	0.29%	89
2026 Q1	$436K	Buy	17,000 +7,000	+70%	+$183K	0.25%	95
2025 Q4	$260K	Buy	+10,000	New	+$259K	0.15%	115

Other funds holding IBMT

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Godshalk Welsh Capital Management's IBMT Position: Q2 2026 in Review

Godshalk Welsh Capital Management increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 24% in Q2 2026, buying an estimated $103K and bringing the position to 21,000 shares worth $542K. The position accounts for 0.29% of the portfolio, ranked #89.

Godshalk Welsh Capital Management first reported a position in IBMT in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

Godshalk Welsh Capital Management held 21,000 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $542K as of Q2 2026.
Godshalk Welsh Capital Management bought 4,000 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $103K.
iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.29% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #89 holding.
Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.