Harbour Investments
IBMT icon

Harbour Investments’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Harbour Investments’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 		$88.3K Buy
3,421
+21
+0.6% +$540 ﹤0.01% 2087
2026
Q1 		$87.3K Buy
3,400
+2,385
+235% +$62.2K ﹤0.01% 2033
2025
Q4 		$26.3K Buy
1,015
+8
+0.8% +$207 ﹤0.01% 2296
2025
Q3 		$26.1K Buy
+1,007
New +$25.8K ﹤0.01% 2212

Other funds holding IBMT

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
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
Hills Bank & Trust
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Harbour Investments's IBMT Position: Q2 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 0.62% in Q2 2026, buying an estimated $540 and bringing the position to 3,421 shares worth $88.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Harbour Investments first reported a position in IBMT in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Harbour Investments held 3,421 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $88.3K as of Q2 2026.
  • Harbour Investments bought 21 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $540.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2087 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.