SIAP
IBMT

Sterling Investment Advisors (Pennsylvania)’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$278K Buy
+10,775
New +$277K 0.05% 190

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
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
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

Sterling Investment Advisors (Pennsylvania)'s IBMT Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) opened a new position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q2 2026: 10,775 shares worth $278K. The stake represents 0.05% of the portfolio and ranks #190 among its holdings.

28 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 10,775 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $278K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF was a new Sterling Investment Advisors (Pennsylvania) position in Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.05% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #190 holding.
  • 28 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.