PEWA
IBMX

Pacific Excel Wealth Advisors’s iShares iBonds Dec 2035 Term Muni Bond ETF IBMX Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio IBMX Stock Details IBMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Buy
+11,287
New +$283K 0.11% 157

Other funds holding IBMX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return

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

Pacific Excel Wealth Advisors opened a new position in iShares iBonds Dec 2035 Term Muni Bond ETF (IBMX) in Q2 2026: 11,287 shares worth $284K. The stake represents 0.11% of the portfolio and ranks #157 among its holdings.

3 funds tracked by Wall St. Rank hold IBMX as of Q2 2026.

  • Pacific Excel Wealth Advisors held 11,287 shares of iShares iBonds Dec 2035 Term Muni Bond ETF worth $284K as of Q2 2026.
  • iShares iBonds Dec 2035 Term Muni Bond ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • iShares iBonds Dec 2035 Term Muni Bond ETF made up 0.11% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Muni Bond ETF as of Q2 2026.

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