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IBMT — ISHARES IBONDS DEC 2031 MUNI

Reported value held$5.93M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)6
Institutional value$5.93M · 229.85K sh
New / Add / Cut / Exit2 / 3 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +90.4% (+109.14K sh)
Institutional value change Up +91.4%

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.

FundQuarterSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 6 funds)

FundQ1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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