Truepoint Inc’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Truepoint Inc’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 Q3	$1.48M	Buy	+59,939	New	+$1.52M	0.03%	68

Other funds holding IBMT

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truepoint Inc's IBMT Position: Q3 2026 in Review

Truepoint Inc opened a new position in iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) in Q3 2026: 59,939 shares worth $1.48M. The stake represents 0.03% of the portfolio and ranks #68 among its holdings.

59 funds tracked by Wall St. Rank hold IBMT as of Q3 2026.

Truepoint Inc held 59,939 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $1.48M as of Q3 2026.
iShares iBonds Dec 2031 Term Muni Bond ETF was a new Truepoint Inc position in Q3 2026.
iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.03% of Truepoint Inc's portfolio in Q3 2026, its #68 holding.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q3 2026.

Based on Truepoint Inc's 13F filing for Q3 2026, filed 12 Nov 2026.