Choreo LLC’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Choreo LLC’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 Q3	$2.93M	Buy	+117,238	New	+$3M	0.03%	328

Other funds holding IBMS

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Choreo LLC's IBMS Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q3 2026: 117,238 shares worth $2.93M. The stake represents 0.03% of the portfolio and ranks #328 among its holdings.

43 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

Choreo LLC held 117,238 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $2.93M as of Q3 2026.
iShares iBonds Dec 2030 Term Muni Bond ETF was a new Choreo LLC position in Q3 2026.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.03% of Choreo LLC's portfolio in Q3 2026, its #328 holding.
43 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.