CTI
IBMS

Community Trust & Investment’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Community Trust & Investment’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 		$9.87M Buy
381,639
+198,355
+108% +$5.13M 0.51% 54
2026
Q1 		$4.73M Buy
+183,284
New +$4.8M 0.26% 62

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Community Trust & Investment's IBMS Position: Q2 2026 in Review

Community Trust & Investment increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 108% in Q2 2026, buying an estimated $5.13M and bringing the position to 381,639 shares worth $9.87M. The position accounts for 0.51% of the portfolio, ranked #54.

Community Trust & Investment first reported a position in IBMS in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Community Trust & Investment held 381,639 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $9.87M as of Q2 2026.
  • Community Trust & Investment bought 198,355 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $5.13M.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.51% of Community Trust & Investment's portfolio in Q2 2026, its #54 holding.
  • Community Trust & Investment first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Community Trust & Investment's 13F filing for Q2 2026, filed 8 Jul 2026.