Envestnet Asset Management
IBMS

Envestnet Asset Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Envestnet Asset Management’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 		$4.32M Buy
+167,096
New +$4.37M ﹤0.01% 2421
2025
Q4 		– Sell
-31,202
Closed -$814K – 4699
2025
Q3 		$814K Sell
31,202
-561,299
-95% -$14.5M ﹤0.01% 3448
2025
Q2 		$15.2M Buy
592,501
+580,345
+4,774% +$14.7M ﹤0.01% 1436
2025
Q1 		$309K Sell
12,156
-64,568
-84% -$1.65M ﹤0.01% 3909
2024
Q4 		$1.95M Buy
76,724
+43,829
+133% +$1.12M ﹤0.01% 2698
2024
Q3 		$851K Buy
+32,895
New +$841K ﹤0.01% 3223

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KCM
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Bank of America
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LIA
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PWM
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Wells Fargo
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CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return