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
Q2 		$9.5M Buy
367,091
+76,005
+26% +$1.97M ﹤0.01% 3089
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 $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $617B AUM 30.33% 1-Year Est. Return

Bank of America's IBMS Position: Q2 2026 in Review

Bank of America increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 26% in Q2 2026, buying an estimated $1.97M and bringing the position to 367,091 shares worth $9.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3089.

Bank of America first reported a position in IBMS in Q1 2025 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Bank of America held 367,091 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $9.5M as of Q2 2026.
  • Bank of America bought 76,005 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $1.97M.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3089 holding.
  • Bank of America first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.