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VisionPoint Advisory Group’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

VisionPoint Advisory Group’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 		$321K Hold
12,997
– – 0.05% 334
2026
Q2 		$335K Buy
+12,997
New +$334K 0.05% 329

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HSG
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

VisionPoint Advisory Group's IBMT Position: Q3 2026 in Review

VisionPoint Advisory Group held its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) position steady in Q3 2026 at 12,997 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #334.

VisionPoint Advisory Group first reported a position in IBMT in Q2 2026 and has held it in 2 quarters since. The position peaked at $335K in Q2 2026. 9 funds tracked by Wall St. Rank hold IBMT as of Q3 2026.

  • VisionPoint Advisory Group held 12,997 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $321K as of Q3 2026.
  • VisionPoint Advisory Group left its iShares iBonds Dec 2031 Term Muni Bond ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #334 holding.
  • VisionPoint Advisory Group first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • VisionPoint Advisory Group's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $335K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.