Heritage Family Offices’s iShares iBonds Dec 2032 Term Muni Bond ETF IBMU Stock Holding History

Heritage Family Offices’s Portfolio IBMU Stock Details IBMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$283K	Buy	+11,124	New	+$282K	0.11%	162

Other funds holding IBMU

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Heritage Family Offices opened a new position in iShares iBonds Dec 2032 Term Muni Bond ETF (IBMU) in Q2 2026: 11,124 shares worth $283K. The stake represents 0.11% of the portfolio and ranks #162 among its holdings.

11 funds tracked by Wall St. Rank hold IBMU as of Q2 2026.

Heritage Family Offices held 11,124 shares of iShares iBonds Dec 2032 Term Muni Bond ETF worth $283K as of Q2 2026.
iShares iBonds Dec 2032 Term Muni Bond ETF was a new Heritage Family Offices position in Q2 2026.
iShares iBonds Dec 2032 Term Muni Bond ETF made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #162 holding.
11 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Muni Bond ETF as of Q2 2026.

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