CIAS
IBMS

CFS Investment Advisory Services’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

CFS Investment Advisory Services’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 		$572K Sell
22,085
-3,353
-13% -$86.8K 0.04% 242
2026
Q1 		$661K Sell
25,438
-1,756
-6% -$46K 0.05% 229
2025
Q4 		$709K Buy
+27,194
New +$707K 0.05% 211

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
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
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

CFS Investment Advisory Services's IBMS Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 13% in Q2 2026, selling an estimated $86.8K and leaving 22,085 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #242.

CFS Investment Advisory Services first reported a position in IBMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $709K in Q4 2025. 33 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • CFS Investment Advisory Services held 22,085 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $572K as of Q2 2026.
  • CFS Investment Advisory Services sold 3,353 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $86.8K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.04% of CFS Investment Advisory Services's portfolio in Q2 2026, its #242 holding.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • CFS Investment Advisory Services's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $709K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.