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IBMT

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

NewEdge 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
Q1 		$991K Hold
38,610
– – ﹤0.01% 1511
2025
Q4 		$1M Buy
+38,610
New +$1M ﹤0.01% 1488

Other funds holding IBMT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

NewEdge Advisors's IBMT Position: Q1 2026 in Review

NewEdge Advisors held its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) position steady in Q1 2026 at 38,610 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

NewEdge Advisors first reported a position in IBMT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1M in Q4 2025. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • NewEdge Advisors held 38,610 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $991K as of Q1 2026.
  • NewEdge Advisors left its iShares iBonds Dec 2031 Term Muni Bond ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1511 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • NewEdge Advisors's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $1M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.