Financial Engines Advisors
IBMS icon

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
Q2 		$342K Sell
13,215
-308
-2% -$7.97K ﹤0.01% 478
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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Financial Engines Advisors's IBMS Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 2.3% in Q2 2026, selling an estimated $7.97K and leaving 13,215 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Financial Engines Advisors first reported a position in IBMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $389K in Q4 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Financial Engines Advisors held 13,215 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $342K as of Q2 2026.
  • Financial Engines Advisors sold 308 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $7.97K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #478 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 4 quarters since.
  • Financial Engines Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $389K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.