Truepoint Inc’s iShares iBonds Dec 2032 Term Muni Bond ETF IBMU Stock Holding History

Truepoint Inc’s Portfolio IBMU Stock Details IBMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.47M	Buy	+60,993	New	+$1.52M	0.03%	70

Other funds holding IBMU

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

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

Members Wealth Media, Pennsylvania $200M AUM 9.84% 1-Year Est. Return

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

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

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

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return

Truepoint Inc's IBMU Position: Q3 2026 in Review

Truepoint Inc opened a new position in iShares iBonds Dec 2032 Term Muni Bond ETF (IBMU) in Q3 2026: 60,993 shares worth $1.47M. The stake represents 0.03% of the portfolio and ranks #70 among its holdings.

20 funds tracked by Wall St. Rank hold IBMU as of Q3 2026.

Truepoint Inc held 60,993 shares of iShares iBonds Dec 2032 Term Muni Bond ETF worth $1.47M as of Q3 2026.
iShares iBonds Dec 2032 Term Muni Bond ETF was a new Truepoint Inc position in Q3 2026.
iShares iBonds Dec 2032 Term Muni Bond ETF made up 0.03% of Truepoint Inc's portfolio in Q3 2026, its #70 holding.
20 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Muni Bond ETF as of Q3 2026.

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