HFO
IBMT

Heritage Family Offices’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Heritage Family Offices’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 		$282K Buy
+10,923
New +$281K 0.11% 167

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
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
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

Heritage Family Offices's IBMT Position: Q2 2026 in Review

Heritage Family Offices opened a new position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q2 2026: 10,923 shares worth $282K. The stake represents 0.11% of the portfolio and ranks #167 among its holdings.

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

  • Heritage Family Offices held 10,923 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $282K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF was a new Heritage Family Offices position in Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #167 holding.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.