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

Quantum Financial 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 Q2	$2.67M	Sell	103,665 -37,061	-26%	-$954K	0.26%	52
2026 Q1	$3.61M	Buy	140,726 +98,213	+231%	+$2.56M	0.41%	42
2025 Q4	$1.1M	Buy	42,513 +851	+2%	+$22.1K	0.12%	72
2025 Q3	$1.08M	Buy	+41,662	New	+$1.07M	0.13%	69

Other funds holding IBMT

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 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

Quantum Financial Advisors's IBMT Position: Q2 2026 in Review

Quantum Financial Advisors reduced its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 26% in Q2 2026, selling an estimated $954K and leaving 103,665 shares worth $2.67M. The position accounts for 0.26% of the portfolio, ranked #52.

Quantum Financial Advisors first reported a position in IBMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.61M in Q1 2026. 34 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

Quantum Financial Advisors held 103,665 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $2.67M as of Q2 2026.
Quantum Financial Advisors sold 37,061 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $954K.
iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.26% of Quantum Financial Advisors's portfolio in Q2 2026, its #52 holding.
Quantum Financial Advisors first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
Quantum Financial Advisors's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $3.61M in Q1 2026.
34 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.