LPL Financial
IBMT

LPL Financial’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

LPL Financial’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 		$636K Buy
24,649
+9,846
+67% +$253K ﹤0.01% 4814
2026
Q1 		$380K Buy
+14,803
New +$386K ﹤0.01% 5014

Other funds holding IBMT

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial's IBMT Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 67% in Q2 2026, buying an estimated $253K and bringing the position to 24,649 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #4814.

LPL Financial first reported a position in IBMT in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • LPL Financial held 24,649 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $636K as of Q2 2026.
  • LPL Financial bought 9,846 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $253K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4814 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.