BSAM
IBMS

Blue Square Asset Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Blue Square Asset Management’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 		$1.56M Buy
60,387
+936
+2% +$24.2K 0.63% 33
2026
Q1 		$1.54M Buy
59,451
+33,010
+125% +$864K 0.73% 33
2025
Q4 		$689K Buy
26,441
+3,487
+15% +$90.7K 0.31% 43
2025
Q3 		$599K Buy
+22,954
New +$594K 0.26% 46

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
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
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

Blue Square Asset Management's IBMS Position: Q2 2026 in Review

Blue Square Asset Management increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 1.6% in Q2 2026, buying an estimated $24.2K and bringing the position to 60,387 shares worth $1.56M. The position accounts for 0.63% of the portfolio, ranked #33.

Blue Square Asset Management first reported a position in IBMS in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Blue Square Asset Management held 60,387 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.56M as of Q2 2026.
  • Blue Square Asset Management bought 936 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $24.2K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.63% of Blue Square Asset Management's portfolio in Q2 2026, its #33 holding.
  • Blue Square Asset Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.