BCI
IBMS

Brinker Capital Investments’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Brinker Capital Investments’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
2025
Q4 		– Sell
-30,420
Closed -$793K – 2204
2025
Q3 		$793K Buy
+30,420
New +$787K 0.01% 1336

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 $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Brinker Capital Investments's IBMS Position: Q4 2025 in Review

Brinker Capital Investments sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q4 2025, closing a stake of 30,420 shares — an estimated $793K sold.

Brinker Capital Investments first reported a position in IBMS in Q3 2025 and held it in 1 quarter. The position peaked at $793K in Q3 2025. 87 funds tracked by Wall St. Rank hold IBMS as of Q4 2025.

  • Brinker Capital Investments reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 30,420 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q4 2025, an estimated $793K.
  • Brinker Capital Investments first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • Brinker Capital Investments's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $793K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q4 2025.

Based on Brinker Capital Investments's 13F filing for Q4 2025, filed 12 Feb 2026.