Financial Engines Advisors
IBMS

Financial Engines Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Financial Engines Advisors’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 		$349K Sell
13,523
-1,413
-9% -$37K ﹤0.01% 444
2025
Q4 		$389K Buy
14,936
+4,224
+39% +$110K ﹤0.01% 432
2025
Q3 		$279K Buy
+10,712
New +$277K ﹤0.01% 479

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 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 $530B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Financial Engines Advisors's IBMS Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 9.5% in Q1 2026, selling an estimated $37K and leaving 13,523 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Financial Engines Advisors first reported a position in IBMS in Q3 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Financial Engines Advisors held 13,523 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $349K as of Q1 2026.
  • Financial Engines Advisors sold 1,413 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $37K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #444 holding.
  • Financial Engines Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Engines Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $389K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.