Cambridge Investment Research Advisors
IBMS

Cambridge Investment Research Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Cambridge Investment Research Advisors’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 		$201K Buy
+7,768
New +$201K ﹤0.01% 3571

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Cambridge Investment Research Advisors's IBMS Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q2 2026: 7,768 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #3571 among its holdings.

39 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Cambridge Investment Research Advisors held 7,768 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $201K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new Cambridge Investment Research Advisors position in Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3571 holding.
  • 39 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.