CIA
IBMS

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
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 $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
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Capital Investment Advisors's IBMS Position: Q1 2026 in Review

Capital Investment Advisors reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 8.9% in Q1 2026, selling an estimated $83.9K and leaving 32,990 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #376.

Capital Investment Advisors first reported a position in IBMS in Q4 2024 and has held it in 6 quarters since. The position peaked at $943K in Q4 2025. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Capital Investment Advisors held 32,990 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $852K as of Q1 2026.
  • Capital Investment Advisors sold 3,206 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $83.9K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #376 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 6 quarters since.
  • Capital Investment Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $943K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.