IFP Advisors
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IFP Advisors’s iShares iBonds Dec 2032 Term Muni Bond ETF IBMU Stock Holding History

IFP Advisors’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
Q3 		$127K Hold
5,269
– – ﹤0.01% 1809
2026
Q2 		$134K Buy
+5,269
New +$133K ﹤0.01% 1776

Other funds holding IBMU

Members Wealth
Members Wealth Media, Pennsylvania $200M AUM 9.84% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

IFP Advisors's IBMU Position: Q3 2026 in Review

IFP Advisors held its iShares iBonds Dec 2032 Term Muni Bond ETF (IBMU) position steady in Q3 2026 at 5,269 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

IFP Advisors first reported a position in IBMU in Q2 2026 and has held it in 2 quarters since. The position peaked at $134K in Q2 2026. 10 funds tracked by Wall St. Rank hold IBMU as of Q3 2026.

  • IFP Advisors held 5,269 shares of iShares iBonds Dec 2032 Term Muni Bond ETF worth $127K as of Q3 2026.
  • IFP Advisors left its iShares iBonds Dec 2032 Term Muni Bond ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2032 Term Muni Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1809 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2032 Term Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • IFP Advisors's iShares iBonds Dec 2032 Term Muni Bond ETF position peaked at $134K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Muni Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.