CA
IBMS

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

Clearstead 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 		$23.2M Buy
899,241
+21,993
+3% +$576K 0.24% 94
2025
Q4 		$22.9M Buy
877,248
+443,691
+102% +$11.5M 0.29% 74
2025
Q3 		$11.3M Buy
+433,557
New +$11.2M 0.16% 129
2025
Q2 		– Sell
-12,407
Closed -$315K – 2904
2025
Q1 		$315K Buy
+12,407
New +$317K ﹤0.01% 695

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B 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 $501B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return