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

Capital Investment 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 		$842K Sell
32,564
-426
-1% -$11K 0.01% 397
2026
Q1 		$852K Sell
32,990
-3,206
-9% -$83.9K 0.01% 376
2025
Q4 		$943K Buy
36,196
+4,542
+14% +$118K 0.01% 351
2025
Q3 		$826K Buy
31,654
+883
+3% +$22.9K 0.01% 367
2025
Q2 		$790K Buy
30,771
+5,649
+22% +$143K 0.01% 369
2025
Q1 		$638K Buy
25,122
+5,357
+27% +$137K 0.01% 394
2024
Q4 		$501K Buy
+19,765
New +$505K 0.01% 420

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 22.9% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Capital Investment Advisors's IBMS Position: Q2 2026 in Review

Capital Investment Advisors reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 1.3% in Q2 2026, selling an estimated $11K and leaving 32,564 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #397.

Capital Investment Advisors first reported a position in IBMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $943K in Q4 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Capital Investment Advisors held 32,564 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $842K as of Q2 2026.
  • Capital Investment Advisors sold 426 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $11K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #397 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Capital Investment Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $943K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.