HFO
IBMV

Heritage Family Offices’s iShares iBonds Dec 2033 Term Muni Bond ETF IBMV Stock Holding History

Heritage Family Offices’s Portfolio IBMV Stock Details IBMV 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% 163

Other funds holding IBMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return

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

Heritage Family Offices opened a new position in iShares iBonds Dec 2033 Term Muni Bond ETF (IBMV) in Q2 2026: 11,124 shares worth $283K. The stake represents 0.11% of the portfolio and ranks #163 among its holdings.

6 funds tracked by Wall St. Rank hold IBMV as of Q2 2026.

  • Heritage Family Offices held 11,124 shares of iShares iBonds Dec 2033 Term Muni Bond ETF worth $283K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Muni Bond ETF was a new Heritage Family Offices position in Q2 2026.
  • iShares iBonds Dec 2033 Term Muni Bond ETF made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #163 holding.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Muni Bond ETF as of Q2 2026.

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