SIC
IBMT

Sigma Investment Counselors’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Sigma Investment Counselors’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 		$377K Hold
14,630
– – 0.02% 156
2026
Q1 		$376K Buy
14,630
+4,790
+49% +$125K 0.02% 145
2025
Q4 		$255K Buy
+9,840
New +$255K 0.01% 183

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

Sigma Investment Counselors's IBMT Position: Q2 2026 in Review

Sigma Investment Counselors held its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) position steady in Q2 2026 at 14,630 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #156.

Sigma Investment Counselors first reported a position in IBMT in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Sigma Investment Counselors held 14,630 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $377K as of Q2 2026.
  • Sigma Investment Counselors left its iShares iBonds Dec 2031 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #156 holding.
  • Sigma Investment Counselors first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.