Bank of America
IBMS

Bank of America’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Bank of America’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
Q1 		$7.52M Buy
291,086
+64,192
+28% +$1.68M ﹤0.01% 3166
2025
Q4 		$5.91M Buy
226,894
+145,703
+179% +$3.79M ﹤0.01% 3255
2025
Q3 		$2.12M Buy
81,191
+30,231
+59% +$782K ﹤0.01% 4780
2025
Q2 		$1.31M Buy
50,960
+14,797
+41% +$375K ﹤0.01% 5105
2025
Q1 		$919K Buy
+36,163
New +$923K ﹤0.01% 5282

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return