IBMT — ISHARES IBONDS DEC 2031 MUNI
As of Q2 2026, 6 SEC-registered investment managers reported holding IBMT (ISHARES IBONDS DEC 2031 MUNI) in their latest 13F filings, with a combined reported value of $5.93M across 229.85K shares. That is +90.4% by share count (+109.14K shares) versus the previous quarter, while reported value moved +91.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 157.30K | $4.06M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 32.72K | $844.25K | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 30.66K | $790.92K | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 7.28K | $187.93K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.82K | $47.07K | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 65 | $1.68K | 0.00% | Hold |
New Positions (Q2 2026)
- Goldman Sachs Group 30.66K sh · $790.92K
- JPMorgan Chase & Co 1.82K sh · $47.07K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| Bank of America Corp | — | — | — | 54.13K | 111.80K | 157.30K |
| UBS Group AG | — | — | 85 | — | 2.53K | 32.72K |
| Goldman Sachs Group | — | — | — | — | — | 30.66K |
| Morgan Stanley | — | — | — | 5.95K | 6.31K | 7.28K |
| JPMorgan Chase & Co | — | — | — | — | — | 1.82K |
| BlackRock Inc | 50.00K | 65 | 65 | 65 | 65 | 65 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details