ArborFi Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

ArborFi Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$206K	Buy	+8,248	New	+$211K	0.15%	50

Other funds holding IBMS

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Paradiem Covington, Louisiana $459M AUM 33.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

ArborFi Advisors's IBMS Position: Q3 2026 in Review

ArborFi Advisors opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q3 2026: 8,248 shares worth $206K. The stake represents 0.15% of the portfolio and ranks #50 among its holdings.

110 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

ArborFi Advisors held 8,248 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $206K as of Q3 2026.
iShares iBonds Dec 2030 Term Muni Bond ETF was a new ArborFi Advisors position in Q3 2026.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.15% of ArborFi Advisors's portfolio in Q3 2026, its #50 holding.
110 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on ArborFi Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.