Rossmore Private Capital’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Rossmore Private Capital’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	$528K	Buy	20,454 +10,202	+100%	+$263K	0.04%	206
2026 Q1	$263K	Buy	10,252 +5,715	+126%	+$149K	0.02%	262
2025 Q4	$118K	Hold	4,537	–	–	0.01%	299
2025 Q3	$117K	Buy	+4,537	New	+$116K	0.01%	272

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

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

Rossmore Private Capital's IBMT Position: Q2 2026 in Review

Rossmore Private Capital increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 100% in Q2 2026, buying an estimated $263K and bringing the position to 20,454 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #206.

Rossmore Private Capital first reported a position in IBMT in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

Rossmore Private Capital held 20,454 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $528K as of Q2 2026.
Rossmore Private Capital bought 10,202 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $263K.
iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.04% of Rossmore Private Capital's portfolio in Q2 2026, its #206 holding.
Rossmore Private Capital first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.