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
Q2 		$6.54M Buy
252,630
+85,534
+51% +$2.21M ﹤0.01% 2274
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

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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 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
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

Envestnet Asset Management's IBMS Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 51% in Q2 2026, buying an estimated $2.21M and bringing the position to 252,630 shares worth $6.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Envestnet Asset Management first reported a position in IBMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.2M in Q2 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Envestnet Asset Management held 252,630 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $6.54M as of Q2 2026.
  • Envestnet Asset Management bought 85,534 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $2.21M.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2274 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Envestnet Asset Management's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $15.2M in Q2 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.