JCM
IBMT

Jacobi Capital Management’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Jacobi Capital Management’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 		$945K Buy
+36,618
New +$942K 0.05% 332

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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
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
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Jacobi Capital Management's IBMT Position: Q2 2026 in Review

Jacobi Capital Management opened a new position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q2 2026: 36,618 shares worth $945K. The stake represents 0.05% of the portfolio and ranks #332 among its holdings.

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

  • Jacobi Capital Management held 36,618 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $945K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF was a new Jacobi Capital Management position in Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.05% of Jacobi Capital Management's portfolio in Q2 2026, its #332 holding.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.