Focus Partners Wealth
IBMS

Focus Partners Wealth’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Focus Partners Wealth’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 		$1.47M Buy
56,651
+14,461
+34% +$374K ﹤0.01% 1474
2026
Q1 		$1.09M Buy
42,190
+9,973
+31% +$261K ﹤0.01% 1580
2025
Q4 		$840K Buy
32,217
+3,084
+11% +$80.2K ﹤0.01% 1708
2025
Q3 		$760K Buy
29,133
+7,285
+33% +$189K ﹤0.01% 1415
2025
Q2 		$561K Buy
+21,848
New +$553K ﹤0.01% 1387

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 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Focus Partners Wealth's IBMS Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 34% in Q2 2026, buying an estimated $374K and bringing the position to 56,651 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Focus Partners Wealth first reported a position in IBMS in Q2 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Focus Partners Wealth held 56,651 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.47M as of Q2 2026.
  • Focus Partners Wealth bought 14,461 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $374K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1474 holding.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.