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 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares iBonds Dec 2031 Term Muni Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Bullock Wealth Management Group
Report period
2026-06-30
Available
2026-08-20
Reported shares
2,016
Value (USD)
$51,866
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002067581-26-000001
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IBMT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IBMT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

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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
MidFirst Bank2026-06-302026-08-083,070$79,206None
BlackRock, Inc.2026-06-302026-08-0865$1,677None
LPL Financial LLC2026-06-302026-08-0824,649$635,934None
Global Retirement Partners, LLC2026-06-302026-08-073,169$81,760None
Valmark Advisers, Inc.2026-06-302026-08-0731,144$803,515None
Capital Investment Advisors, LLC2026-06-302026-08-079,807$253,032None
Parallel Advisors, LLC2026-06-302026-08-0615,600$402,480None
Ellis Investment Partners, LLC2026-06-302026-08-0671,293$1,839,383None
HighTower Advisors, LLC2026-06-302026-08-06647,902$16,715,863None
SPINNAKER TRUST2026-06-302026-08-0436,631$945,080None
Aspen Wealth Management LLC2026-06-302026-08-0119,473$502,403None
Jacobi Capital Management LLC2026-06-302026-08-0136,618$944,744None
Rossmore Private Capital2026-06-302026-08-0120,454$527,713None
CENTRAL TRUST Co2026-06-302026-08-0138,207$985,741None
Carnegie Investment Counsel2026-06-302026-07-318,000$206,400None
ASSETMARK, INC2026-06-302026-07-3182,698$2,133,608None
Heritage Family Offices, LLP2026-06-302026-07-3010,923$281,813None

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.

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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.

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