IFP Advisors’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

IFP Advisors’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	$644K	Buy	24,958 +10,070	+68%	+$259K	0.01%	932
2026 Q1	$382K	Buy	14,888 +3,210	+27%	+$83.8K	0.01%	1077
2025 Q4	$303K	Buy	11,678 +4,753	+69%	+$123K	0.01%	1156
2025 Q3	$179K	Buy	6,925 +5,940	+603%	+$152K	﹤0.01%	1341
2025 Q2	$25K	Buy	+985	New	+$24.7K	﹤0.01%	2422

Other funds holding IBMT

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

QFA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

IFP Advisors's IBMT Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 68% in Q2 2026, buying an estimated $259K and bringing the position to 24,958 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #932.

IFP Advisors first reported a position in IBMT in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

IFP Advisors held 24,958 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $644K as of Q2 2026.
IFP Advisors bought 10,070 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $259K.
iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #932 holding.
IFP Advisors first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
34 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.