SIS
IBMT

Sound Income Strategies’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-8
Closed -$209 – 2730
2025
Q4 		$209 Buy
+8
New +$207 ﹤0.01% 2430

Other funds holding IBMT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Sound Income Strategies's IBMT Position: Q1 2026 in Review

Sound Income Strategies sold out of iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q1 2026, closing a stake of 8 shares — an estimated $209 sold.

Sound Income Strategies first reported a position in IBMT in Q4 2025 and held it in 1 quarter. The position peaked at $209 in Q4 2025. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • Sound Income Strategies reported no remaining iShares iBonds Dec 2031 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 8 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q1 2026, an estimated $209.
  • Sound Income Strategies first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • Sound Income Strategies's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $209 in Q4 2025.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.