Explore more topics
Public ownership evidence

iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) Ownership Disclosures

Read IBMT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 33 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Bullock Wealth Management Group2026-06-302026-08-202,016$51,866None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20478,497$12,345,223None
Beacon Pointe Advisors, LLC2026-06-302026-08-1917,191$443,521None
10Elms LLP2026-06-302026-08-153,500$90,300None
IFG Advisory, LLC2026-06-302026-08-1511,869$306,211None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,600$41,280None
Godshalk Welsh Capital Management, Inc.2026-06-302026-08-1521,000$541,800None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15472$12,163None
ROYAL BANK OF CANADA2026-06-302026-08-1557,275$1,478,000None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1597,400$2,512,920None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1530,656$790,925None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1515,961$411,794None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,105$28,509None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1545,482$1,173,436None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15111,817$2,884,879None
Sanctuary Advisors, LLC2026-06-302026-08-1423,789$613,747None
UBS Group AG2026-06-302026-08-1432,723$844,253None
MORGAN STANLEY2026-06-302026-08-147,284$187,927None
Cetera Investment Advisers2026-06-302026-08-138,303$214,217None
Focus Partners Wealth2026-06-302026-08-13100,855$2,602,059None
NewEdge Advisors, LLC2026-06-302026-08-1340,334$1,040,616None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13708$18,266None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-133,421$88,261None
STIFEL FINANCIAL CORP2026-06-302026-08-1322,637$584,036None
US BANCORP \DE\2026-06-302026-08-1332,481$838,010None
US BANCORP \DE\2026-06-302026-08-13192,516$4,966,913None
JPMORGAN CHASE & CO2026-06-302026-08-131,825$47,067None
Atlantic Union Bankshares Corp2026-06-302026-08-1236,223$934,553None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12478,497$12,345,223None
Addison Advisors LLC2026-06-302026-08-115,070$130,806None
Hills Bank & Trust Co2026-06-302026-08-11112,191$2,894,528None
LBMC INVESTMENT ADVISORS, LLC2026-06-302026-08-11132,100$3,408,180None
DROMS STRAUSS ADVISORS INC /MO/ /ADV2026-06-302026-08-1124,350$628,230None

90-day public filing window, up to 50 source positions.

Bullock Wealth Management Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗10Elms LLP ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗Godshalk Welsh Capital Management, Inc. ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗COLDSTREAM CAPITAL MANAGEMENT INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.