KA
IBMV

Klingman & Associates’s iShares iBonds Dec 2033 Term Muni Bond ETF IBMV Stock Holding History

Klingman & Associates’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 		– Sell
-45,332
Closed -$1.17M – 364
2026
Q1 		$1.17M Buy
+45,332
New +$1.13M 0.06% 122

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
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 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

Klingman & Associates's IBMV Position: Q2 2026 in Review

Klingman & Associates sold out of iShares iBonds Dec 2033 Term Muni Bond ETF (IBMV) in Q2 2026, closing a stake of 45,332 shares — an estimated $1.17M sold.

Klingman & Associates first reported a position in IBMV in Q1 2026 and held it in 1 quarter. The position peaked at $1.17M in Q1 2026. 6 funds tracked by Wall St. Rank hold IBMV as of Q2 2026.

  • Klingman & Associates reported no remaining iShares iBonds Dec 2033 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Klingman & Associates sold 45,332 iShares iBonds Dec 2033 Term Muni Bond ETF shares in Q2 2026, an estimated $1.17M.
  • Klingman & Associates first reported a position in iShares iBonds Dec 2033 Term Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Klingman & Associates's iShares iBonds Dec 2033 Term Muni Bond ETF position peaked at $1.17M in Q1 2026.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Muni Bond ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.