PGAM
IBMT

Princeton Global Asset Management’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Princeton Global Asset 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 		$100K Buy
+3,880
New +$99.8K 0.01% 294

Other funds holding IBMT

PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Princeton Global Asset Management's IBMT Position: Q2 2026 in Review

Princeton Global Asset Management opened a new position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q2 2026: 3,880 shares worth $100K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

21 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Princeton Global Asset Management held 3,880 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $100K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF was a new Princeton Global Asset Management position in Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #294 holding.
  • 21 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.