BCM
IBMS

Brookstone Capital Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Brookstone Capital 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 		$1.38M Buy
53,321
+16,661
+45% +$431K 0.01% 606
2026
Q1 		$947K Buy
36,660
+5,100
+16% +$133K 0.01% 663
2025
Q4 		$822K Buy
+31,560
New +$821K 0.01% 690

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Brookstone Capital Management's IBMS Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 45% in Q2 2026, buying an estimated $431K and bringing the position to 53,321 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #606.

Brookstone Capital Management first reported a position in IBMS in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Brookstone Capital Management held 53,321 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.38M as of Q2 2026.
  • Brookstone Capital Management bought 16,661 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $431K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #606 holding.
  • Brookstone Capital Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.