Archford Capital Strategies’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Archford Capital Strategies’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 Q2	$223K	Sell	8,601 -1,981	-19%	-$51.3K	0.02%	341
2026 Q1	$273K	Buy	10,582 +493	+5%	+$12.9K	0.03%	299
2025 Q4	$263K	Sell	10,089 -528	-5%	-$13.7K	0.03%	294
2025 Q3	$277K	Buy	10,617 +62	+0.6%	+$1.6K	0.03%	281
2025 Q2	$271K	Buy	10,555 +2,500	+31%	+$63.3K	0.03%	278
2025 Q1	$205K	Buy	+8,055	New	+$205K	0.03%	282

Other funds holding IBMS

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

BSAM

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Archford Capital Strategies's IBMS Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 19% in Q2 2026, selling an estimated $51.3K and leaving 8,601 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #341.

Archford Capital Strategies first reported a position in IBMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $277K in Q3 2025. 24 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

Archford Capital Strategies held 8,601 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $223K as of Q2 2026.
Archford Capital Strategies sold 1,981 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $51.3K.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.02% of Archford Capital Strategies's portfolio in Q2 2026, its #341 holding.
Archford Capital Strategies first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Archford Capital Strategies's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $277K in Q3 2025.
24 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.