SVWA
IBMT

Sarver Vrooman Wealth Advisors’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Sarver Vrooman Wealth 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 		$40.5K Buy
1,576
+314
+25% +$8.08K 0.02% 87
2026
Q1 		$32.4K Buy
1,262
+42
+3% +$1.1K 0.02% 99
2025
Q4 		$31.7K Hold
1,220
– – 0.02% 93
2025
Q3 		$31.6K Buy
+1,220
New +$31.2K 0.02% 98

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

Sarver Vrooman Wealth Advisors's IBMT Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 25% in Q2 2026, buying an estimated $8.08K and bringing the position to 1,576 shares worth $40.5K. The position accounts for 0.02% of the portfolio, ranked #87.

Sarver Vrooman Wealth Advisors first reported a position in IBMT in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 1,576 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $40.5K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors bought 314 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $8.08K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Sarver Vrooman Wealth 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.
  • 21 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.