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 Q2	$24.1M	Buy	930,943 +31,702	+4%	+$820K	0.23%	96
2026 Q1	$23.2M	Buy	899,241 +21,993	+3%	+$576K	0.21%	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	0.15%	129
2025 Q2	–	Sell	-12,407	Closed	-$315K	–	2899
2025 Q1	$315K	Buy	+12,407	New	+$317K	﹤0.01%	695

Other funds holding IBMS

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors's IBMS Position: Q2 2026 in Review

Clearstead Advisors increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 3.5% in Q2 2026, buying an estimated $820K and bringing the position to 930,943 shares worth $24.1M. The position accounts for 0.23% of the portfolio, ranked #96.

Clearstead Advisors first reported a position in IBMS in Q1 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

Clearstead Advisors held 930,943 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $24.1M as of Q2 2026.
Clearstead Advisors bought 31,702 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $820K.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.23% of Clearstead Advisors's portfolio in Q2 2026, its #96 holding.
Clearstead Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.