Quantum Financial Advisors
IBMT icon

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
Q3 		$2.74M Buy
111,305
+7,640
+7% +$194K 0.26% 49
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 $582M AUM 12.38% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GC Wealth Management RIA
GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Quantum Financial Advisors's IBMT Position: Q3 2026 in Review

Quantum Financial Advisors increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 7.4% in Q3 2026, buying an estimated $194K and bringing the position to 111,305 shares worth $2.74M. The position accounts for 0.26% of the portfolio, ranked #49.

Quantum Financial Advisors first reported a position in IBMT in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.61M in Q1 2026. 36 funds tracked by Wall St. Rank hold IBMT as of Q3 2026.

  • Quantum Financial Advisors held 111,305 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $2.74M as of Q3 2026.
  • Quantum Financial Advisors bought 7,640 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q3 2026, an estimated $194K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.26% of Quantum Financial Advisors's portfolio in Q3 2026, its #49 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 5 quarters since.
  • Quantum Financial Advisors's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $3.61M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.