Commonwealth Equity Services’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Commonwealth Equity 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	$864K	Buy	33,382 +5,170	+18%	+$134K	﹤0.01%	2828
2026 Q1	$729K	Buy	28,212 +10,203	+57%	+$267K	﹤0.01%	2883
2025 Q4	$469K	Buy	18,009 +199	+1%	+$5.18K	﹤0.01%	3219
2025 Q3	$464K	Buy	17,810 +13	+0.1%	+$336	﹤0.01%	3235
2025 Q2	$457K	Buy	17,797 +4,354	+32%	+$110K	﹤0.01%	3221
2025 Q1	$341K	Buy	13,443 +2,000	+17%	+$51K	﹤0.01%	3385
2024 Q4	$290K	Buy	+11,443	New	+$292K	﹤0.01%	3431

Other funds holding IBMS

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Commonwealth Equity Services's IBMS Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 18% in Q2 2026, buying an estimated $134K and bringing the position to 33,382 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

Commonwealth Equity Services first reported a position in IBMS in Q4 2024 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

Commonwealth Equity Services held 33,382 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $864K as of Q2 2026.
Commonwealth Equity Services bought 5,170 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $134K.
iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2828 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
45 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.