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Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Paradigm Strategies in Wealth Management’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 		$514K Buy
19,906
+6,642
+50% +$171K 0.31% 38
2026
Q1 		$340K Buy
+13,264
New +$346K 0.23% 42

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
Hills Bank & Trust
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
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBMT Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 50% in Q2 2026, buying an estimated $171K and bringing the position to 19,906 shares worth $514K. The position accounts for 0.31% of the portfolio, ranked #38.

Paradigm Strategies in Wealth Management 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.

  • Paradigm Strategies in Wealth Management held 19,906 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $514K as of Q2 2026.
  • Paradigm Strategies in Wealth Management bought 6,642 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $171K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.31% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Paradigm Strategies in Wealth Management 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 Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.