CWAG
IBMS icon

Compton Wealth Advisory Group’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Compton Wealth Advisory Group’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 		$295K Buy
+11,753
New +$301K 0.06% 86

Other funds holding IBMS

Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Compton Wealth Advisory Group's IBMS Position: Q3 2026 in Review

Compton Wealth Advisory Group opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q3 2026: 11,753 shares worth $295K. The stake represents 0.06% of the portfolio and ranks #86 among its holdings.

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

  • Compton Wealth Advisory Group held 11,753 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $295K as of Q3 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new Compton Wealth Advisory Group position in Q3 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.06% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #86 holding.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.