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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$790K Buy
30,771
+5,649
+22% +$145K 0.01% 368
2025
Q1
$638K Buy
25,122
+5,357
+27% +$136K 0.01% 394
2024
Q4
$501K Buy
+19,765
New +$501K 0.01% 420