PEWA
IBMU

Pacific Excel Wealth Advisors’s iShares iBonds Dec 2032 Term Muni Bond ETF IBMU Stock Holding History

Pacific Excel Wealth 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
Q2 		$283K Buy
+11,124
New +$282K 0.11% 161

Other funds holding IBMU

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Pacific Excel Wealth Advisors's IBMU Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares iBonds Dec 2032 Term Muni Bond ETF (IBMU) in Q2 2026: 11,124 shares worth $283K. The stake represents 0.11% of the portfolio and ranks #161 among its holdings.

16 funds tracked by Wall St. Rank hold IBMU as of Q2 2026.

  • Pacific Excel Wealth Advisors held 11,124 shares of iShares iBonds Dec 2032 Term Muni Bond ETF worth $283K as of Q2 2026.
  • iShares iBonds Dec 2032 Term Muni Bond ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • iShares iBonds Dec 2032 Term Muni Bond ETF made up 0.11% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Muni Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.