CIC
IBMS

Carnegie Investment Counsel’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Carnegie Investment Counsel’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 		$414K Buy
+16,000
New +$414K 0.01% 427

Other funds holding IBMS

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Carnegie Investment Counsel's IBMS Position: Q2 2026 in Review

Carnegie Investment Counsel opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q2 2026: 16,000 shares worth $414K. The stake represents 0.01% of the portfolio and ranks #427 among its holdings.

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

  • Carnegie Investment Counsel held 16,000 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $414K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new Carnegie Investment Counsel position in Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #427 holding.
  • 72 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.