AssetMark Inc’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

AssetMark Inc’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	$2.74M	Buy	105,906 +26,762	+34%	+$693K	﹤0.01%	883
2026 Q1	$2.04M	Buy	79,144 +24,832	+46%	+$650K	﹤0.01%	887
2025 Q4	$1.42M	Buy	54,312 +16,675	+44%	+$434K	﹤0.01%	942
2025 Q3	$982K	Buy	+37,637	New	+$974K	﹤0.01%	977

Other funds holding IBMS

CTI

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

AssetMark Inc's IBMS Position: Q2 2026 in Review

AssetMark Inc increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 34% in Q2 2026, buying an estimated $693K and bringing the position to 105,906 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #883.

AssetMark Inc first reported a position in IBMS in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

AssetMark Inc held 105,906 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $2.74M as of Q2 2026.
AssetMark Inc bought 26,762 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $693K.
iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #883 holding.
AssetMark Inc first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.